Sea Crest Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Sea Crest Wealth Management, LLC

  • $874 Million
  • Q2 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 2,355 shares of IWP stock, worth $338,013. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,355
Previous 2,355 -0.0%
Holding current value
$338,013
Previous $277,000 17.69%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 16, 2024
SELL
$103.87 - $117.59 $11,425 - $12,934
-110 Reduced 4.46%
2,355 $276,000
Q2 2024

Jul 19, 2024
BUY
$105.7 - $113.43 $63,420 - $68,058
600 Added 32.17%
2,465 $272,000
Q1 2024

Apr 18, 2024
SELL
$100.66 - $114.14 $85,762 - $97,247
-852 Reduced 31.36%
1,865 $212,000
Q4 2023

Jan 18, 2024
BUY
$85.66 - $105.12 $85 - $105
1 Added 0.04%
2,717 $283,000
Q2 2022

Aug 09, 2022
SELL
$75.41 - $102.47 $29,032 - $39,450
-385 Reduced 12.42%
2,716 $215,000
Q3 2021

Nov 16, 2021
BUY
$109.39 - $119.47 $3,281 - $3,584
30 Added 0.98%
3,101 $347,000
Q2 2021

Aug 12, 2021
BUY
$99.98 - $113.73 $32,193 - $36,621
322 Added 11.71%
3,071 $348,000
Q1 2021

May 17, 2021
SELL
$96.94 - $112.05 $3,102 - $3,585
-32 Reduced 1.15%
2,749 $281,000
Q4 2020

Feb 09, 2021
BUY
$86.54 - $104.78 $121,761 - $147,425
1,407 Added 102.4%
2,781 $285,000
Q2 2020

Jul 27, 2020
BUY
$57.59 - $81.27 $79,128 - $111,664
1,374 New
1,374 $217,000
Q1 2020

May 13, 2020
SELL
$52.32 - $81.58 $205,042 - $319,712
-3,919 Closed
0 $0
Q4 2019

Jan 22, 2020
SELL
$68.8 - $76.63 $1,032 - $1,149
-15 Reduced 0.38%
3,919 $598,000
Q3 2019

Oct 15, 2019
BUY
$70.16 - $72.24 $162,560 - $167,380
2,317 Added 143.29%
3,934 $556,000
Q2 2019

Jul 19, 2019
BUY
N/A
1 Added 0.06%
1,617 $231,000
Q1 2019

May 10, 2019
SELL
N/A
-538 Reduced 24.98%
1,616 $219,000
Q4 2018

Feb 13, 2019
SELL
N/A
-12 Reduced 0.55%
2,154 $245,000
Q3 2018

Nov 14, 2018
SELL
N/A
-199 Reduced 8.41%
2,166 $294,000
Q1 2018

Apr 20, 2018
BUY
N/A
2 Added 0.08%
2,365 $291,000
Q4 2017

Feb 02, 2018
BUY
N/A
2,363
2,363 $285,000

Others Institutions Holding IWP

# of Institutions
1,310
Shares Held
117M
Call Options Held
196K
Put Options Held
340K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email