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 324,482 shares of IWP stock, worth $42.1 Million. This represents 4.82% of its overall portfolio holdings.

Number of Shares
324,482
Previous 309,024 5.0%
Holding current value
$42.1 Million
Previous $34.1 Million 11.61%
% of portfolio
4.82%
Previous 4.59%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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