Rtd Financial Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History

Rtd Financial Advisors, Inc.

$743 Million
Q1 2025

A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 269,288 shares of IWP stock, worth $32.7 Million. This represents 4.26% of its overall portfolio holdings.

Number of Shares

269,288

Previous 314,191 14.29%

Holding current value

$32.7 Million

Previous $39.8 Million 20.46%

% of portfolio

4.26%

Previous 5.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$114.9 - $139.6 $5.16 Million - $6.27 Million	-44,903 Reduced 14.29%	269,288 $31.7 Million
Q4 2024 Jan 21, 2025	SELL	$116.4 - $138.52 $1.2 Million - $1.43 Million	-10,291 Reduced 3.17%	314,191 $39.8 Million
Q3 2024 Oct 30, 2024	BUY	$103.87 - $117.59 $1.61 Million - $1.82 Million	15,458 Added 5.0%	324,482 $38.1 Million
Q2 2024 Jul 22, 2024	BUY	$105.7 - $113.43 $1.41 Million - $1.51 Million	13,299 Added 4.5%	309,024 $34.1 Million
Q1 2024 Apr 19, 2024	BUY	$100.66 - $114.14 $1.14 Million - $1.29 Million	11,294 Added 3.97%	295,725 $33.8 Million
Q4 2023 Jan 17, 2024	SELL	$85.66 - $105.12 $210,552 - $258,384	-2,458 Reduced 0.86%	284,431 $29.7 Million
Q3 2023 Oct 19, 2023	SELL	$89.97 - $100.32 $562,132 - $626,799	-6,248 Reduced 2.13%	286,889 $26.2 Million
Q2 2023 Jul 13, 2023	BUY	$87.72 - $96.63 $346,757 - $381,978	3,953 Added 1.37%	293,137 $28.3 Million
Q1 2023 Apr 18, 2023	BUY	$82.89 - $94.68 $895,875 - $1.02 Million	10,808 Added 3.88%	289,184 $26.3 Million
Q4 2022 Jan 24, 2023	BUY	$77.4 - $89.88 $610,453 - $708,883	7,887 Added 2.92%	278,376 $0
Q3 2022 Oct 12, 2022	BUY	$78.02 - $94.38 $71,466 - $86,452	916 Added 0.34%	270,489 $21.2 Million
Q2 2022 Jul 21, 2022	BUY	$75.41 - $102.47 $1.84 Million - $2.51 Million	24,453 Added 9.98%	269,573 $21.4 Million
Q1 2022 May 03, 2022	SELL	$89.52 - $114.03 $516,619 - $658,067	-5,771 Reduced 2.3%	245,120 $24.6 Million
Q4 2021 May 02, 2022	BUY	$109.8 - $123.28 $27.5 Million - $30.9 Million	250,891 New	250,891 $28.9 Million

Others Institutions Holding IWP

# of Institutions

1,215

Shares Held

117M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rtd Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rtd Financial Advisors, Inc. with notifications on news.

Account

Rtd Financial Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History