Shared Vision Wealth Group LLC Ishares Russell Mid Cap Growth Transaction History

Shared Vision Wealth Group LLC

  • $200 Billion
  • Q2 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,635 shares of IWP stock, worth $226,660. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,635
Previous 2,008 18.58%
Holding current value
$226,660
Previous $236 Million 1.99%
% of portfolio
0.12%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$104.34 - $138.68 $38,918 - $51,727
-373 Reduced 18.58%
1,635 $231 Million
Q4 2023

Feb 07, 2024
BUY
$85.66 - $105.12 $172,005 - $211,080
2,008 New
2,008 $210 Million

Others Institutions Holding IWP

# of Institutions
1,263
Shares Held
132M
Call Options Held
130K
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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