Safeguard Investment Advisory Group, LLC Ishares Russell Mid Cap Growth Transaction History

Safeguard Investment Advisory Group, LLC

$401 Million
Q3 2025

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 1,519 shares of IWP stock, worth $207,859. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,519

Previous 1,771 14.23%

Holding current value

$207,859

Previous $245,000 11.84%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$137.51 - $145.26 $34,652 - $36,605	-252 Reduced 14.23%	1,519 $216,000
Q2 2025 Aug 14, 2025	SELL	$104.34 - $138.68 $15,651 - $20,802	-150 Reduced 7.81%	1,771 $245,000
Q1 2025 May 15, 2025	SELL	$114.9 - $139.6 $574 - $698	-5 Reduced 0.26%	1,921 $225,000
Q4 2024 Feb 14, 2025	SELL	$116.4 - $138.52 $1,164 - $1,385	-10 Reduced 0.52%	1,926 $244,000
Q3 2024 Nov 14, 2024	BUY	$103.87 - $117.59 $103 - $117	1 Added 0.05%	1,936 $227,000

Q2 2024 Aug 09, 2024	BUY	$105.7 - $113.43 $204,529 - $219,487	1,935 New	1,935 $213,000
Q1 2021 May 10, 2021	SELL	$96.94 - $112.05 $144,440 - $166,954	-1,490 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$86.54 - $104.78 $128,944 - $156,122	1,490 New	1,490 $153,000

Others Institutions Holding IWP

# of Institutions

1,319

Shares Held

127M

Call Options Held

167K

Put Options Held

267K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Safeguard Investment Advisory Group, LLC Ishares Russell Mid Cap Growth Transaction History