A detailed history of Shakespeare Wealth Management, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 16,127 shares of IWP stock, worth $2.09 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
16,127
Previous 15,887 1.51%
Holding current value
$2.09 Million
Previous $1.75 Million 7.87%
% of portfolio
0.5%
Previous 0.51%

Shares

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

Nov 14, 2024

BUY
$103.87 - $117.59 $24,928 - $28,221
240 Added 1.51%
16,127 $1.89 Million
Q2 2024

Aug 13, 2024

SELL
$105.7 - $113.43 $103,057 - $110,594
-975 Reduced 5.78%
15,887 $1.75 Million
Q1 2024

May 13, 2024

SELL
$100.66 - $114.14 $65,831 - $74,647
-654 Reduced 3.73%
16,862 $1.92 Million
Q4 2023

Feb 13, 2024

BUY
$85.66 - $105.12 $21,671 - $26,595
253 Added 1.47%
17,516 $1.83 Million
Q3 2023

Nov 13, 2023

SELL
$89.97 - $100.32 $24,471 - $27,287
-272 Reduced 1.55%
17,263 $1.58 Million
Q2 2023

Aug 11, 2023

SELL
$87.72 - $96.63 $38,596 - $42,517
-440 Reduced 2.45%
17,535 $1.69 Million
Q1 2023

May 15, 2023

SELL
$82.89 - $94.68 $46,915 - $53,588
-566 Reduced 3.05%
17,975 $1.64 Million
Q4 2022

Feb 13, 2023

SELL
$77.4 - $89.88 $66,796 - $77,566
-863 Reduced 4.45%
18,541 $1.55 Million
Q3 2022

Nov 14, 2022

SELL
$78.02 - $94.38 $46,031 - $55,684
-590 Reduced 2.95%
19,404 $1.52 Million
Q2 2022

Aug 09, 2022

BUY
$75.41 - $102.47 $80,537 - $109,437
1,068 Added 5.64%
19,994 $1.6 Million
Q1 2022

May 16, 2022

BUY
$89.52 - $114.03 $102,410 - $130,450
1,144 Added 6.43%
18,926 $1.94 Million
Q4 2021

Jan 10, 2022

BUY
$109.8 - $123.28 $146,802 - $164,825
1,337 Added 8.13%
17,782 $2.05 Million
Q3 2021

Nov 15, 2021

SELL
$109.39 - $119.47 $10,610 - $11,588
-97 Reduced 0.59%
16,445 $1.86 Million
Q2 2021

Aug 09, 2021

SELL
$99.98 - $113.73 $118,276 - $134,542
-1,183 Reduced 6.67%
16,542 $1.91 Million
Q1 2021

May 13, 2021

SELL
$96.94 - $112.05 $21,326 - $24,651
-220 Reduced 1.23%
17,725 $1.81 Million
Q4 2020

Feb 16, 2021

BUY
$86.54 - $104.78 $763,196 - $924,054
8,819 Added 96.64%
17,945 $1.84 Million
Q3 2020

Nov 12, 2020

SELL
$79.56 - $90.13 $4,057 - $4,596
-51 Reduced 0.56%
9,126 $1.58 Million
Q2 2020

Aug 11, 2020

BUY
$57.59 - $81.27 $528,503 - $745,814
9,177 New
9,177 $1.45 Million

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


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