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

Safeguard Investment Advisory Group, LLC

  • $367 Million
  • Q1 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 1,921 shares of IWP stock, worth $268,940. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,921
Previous 1,926 0.26%
Holding current value
$268,940
Previous $244,000 7.79%
% of portfolio
0.06%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,244
Shares Held
133M
Call Options Held
132K
Put Options Held
92.9K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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