Sharkey, Howes & Javer Ishares Russell Mid Cap Growth Transaction History

Sharkey, Howes & Javer

$665 Million
Q3 2024

A detailed history of Sharkey, Howes & Javer transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Sharkey, Howes & Javer holds 5,103 shares of IWP stock, worth $652,928. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,103

Previous 5,442 6.23%

Holding current value

$652,928

Previous $600,000 0.33%

% of portfolio

0.09%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$103.87 - $117.59 $35,211 - $39,863	-339 Reduced 6.23%	5,103 $598,000
Q4 2022 Jan 30, 2023	SELL	$77.4 - $89.88 $106,734 - $123,944	-1,379 Reduced 20.22%	5,442 $454,000
Q2 2022 Jul 27, 2022	SELL	$75.41 - $102.47 $41,701 - $56,665	-553 Reduced 7.5%	6,821 $540,000
Q1 2022 Apr 25, 2022	BUY	$89.52 - $114.03 $179 - $228	2 Added 0.03%	7,374 $741,000
Q4 2021 Feb 03, 2022	BUY	$109.8 - $123.28 $439 - $493	4 Added 0.05%	7,372 $849,000
Q2 2021 Jul 28, 2021	SELL	$99.98 - $113.73 $36,792 - $41,852	-368 Reduced 4.76%	7,368 $834,000
Q1 2021 Apr 21, 2021	BUY	$96.94 - $112.05 $17,643 - $20,393	182 Added 2.41%	7,736 $790,000
Q4 2020 Feb 04, 2021	BUY	$86.54 - $104.78 $326,948 - $395,858	3,778 Added 100.05%	7,554 $775,000
Q3 2020 Oct 21, 2020	BUY	$79.56 - $90.13 $79 - $90	1 Added 0.03%	3,776 $653,000
Q2 2020 Jul 22, 2020	BUY	$57.59 - $81.27 $172 - $243	3 Added 0.08%	3,775 $597,000
Q4 2019 Jan 28, 2020	BUY	$68.8 - $76.63 $72,308 - $80,538	1,051 Added 38.63%	3,772 $576,000
Q3 2019 Nov 01, 2019	BUY	$70.16 - $72.24 $190,905 - $196,565	2,721 New	2,721 $385,000

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

Ticker IWP
Sector ETFs
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Sharkey, Howes & Javer Ishares Russell Mid Cap Growth Transaction History