Sax Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 10,791 shares of IWP stock, worth $1.4 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,791
Previous 11,266 4.22%
Holding current value
$1.4 Million
Previous $1.24 Million 1.77%
% of portfolio
0.11%
Previous 0.12%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$103.87 - $117.59 $49,338 - $55,855
-475 Reduced 4.22%
10,791 $1.27 Million
Q2 2024

Jul 12, 2024
SELL
$105.7 - $113.43 $21,668 - $23,253
-205 Reduced 1.79%
11,266 $1.24 Million
Q1 2024

May 13, 2024
BUY
$100.66 - $114.14 $805 - $913
8 Added 0.07%
11,471 $1.31 Million
Q4 2023

Feb 14, 2024
SELL
$85.66 - $105.12 $47,541 - $58,341
-555 Reduced 4.62%
11,463 $1.2 Million
Q3 2023

Nov 07, 2023
SELL
$89.97 - $100.32 $108,143 - $120,584
-1,202 Reduced 9.09%
12,018 $1.1 Million
Q2 2023

Aug 10, 2023
SELL
$87.72 - $96.63 $97,193 - $107,066
-1,108 Reduced 7.73%
13,220 $1.28 Million
Q1 2023

May 05, 2023
SELL
$82.89 - $94.68 $40,947 - $46,771
-494 Reduced 3.33%
14,328 $1.3 Million
Q4 2022

Feb 06, 2023
SELL
$77.4 - $89.88 $98,065 - $113,877
-1,267 Reduced 7.87%
14,822 $1.24 Million
Q3 2022

Nov 08, 2022
SELL
$78.02 - $94.38 $35,343 - $42,754
-453 Reduced 2.74%
16,089 $1.26 Million
Q2 2022

Aug 11, 2022
BUY
$75.41 - $102.47 $23,980 - $32,585
318 Added 1.96%
16,542 $1.31 Million
Q1 2022

Aug 11, 2022
SELL
$89.52 - $114.03 $39,836 - $50,743
-445 Reduced 2.67%
16,224 $1.63 Million
Q1 2022

Apr 20, 2022
BUY
$89.52 - $114.03 $561,648 - $715,424
6,274 Added 60.36%
16,669 $1.68 Million
Q4 2021

Feb 07, 2022
BUY
$109.8 - $123.28 $30,524 - $34,271
278 Added 2.75%
10,395 $1.2 Million
Q3 2021

Dec 10, 2021
BUY
$109.39 - $119.47 $106,108 - $115,885
970 Added 10.6%
10,117 $1.13 Million
Q2 2021

Aug 12, 2021
BUY
$99.98 - $113.73 $42,691 - $48,562
427 Added 4.9%
9,147 $1.04 Million
Q1 2021

May 14, 2021
BUY
$96.94 - $112.05 $633,599 - $732,358
6,536 Added 299.27%
8,720 $890,000
Q4 2020

Feb 16, 2021
BUY
$86.54 - $104.78 $189,003 - $228,839
2,184 New
2,184 $224,000

Others Institutions Holding IWP

# of Institutions
1,086
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
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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