Steward Partners Investment Advisory, LLC Ishares Russell Mid Cap Growth Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 164,491 shares of IWP stock, worth $21.8 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
164,491
Previous 173,060 4.95%
Holding current value
$21.8 Million
Previous $21.9 Million 11.89%
% of portfolio
0.18%
Previous 0.2%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$114.9 - $139.6 $984,578 - $1.2 Million
-8,569 Reduced 4.95%
164,491 $19.3 Million
Q4 2024

Feb 06, 2025
SELL
$116.4 - $138.52 $157,372 - $187,279
-1,352 Reduced 0.78%
173,060 $21.9 Million
Q3 2024

Nov 14, 2024
BUY
$103.87 - $117.59 $488,292 - $552,790
4,701 Added 2.77%
174,412 $20.5 Million
Q2 2024

Aug 08, 2024
SELL
$105.7 - $113.43 $15,537 - $16,674
-147 Reduced 0.09%
169,711 $18.7 Million
Q1 2024

May 15, 2024
SELL
$100.66 - $114.14 $1.76 Million - $2 Million
-17,520 Reduced 9.35%
169,858 $19.4 Million
Q4 2023

Feb 12, 2024
BUY
$85.66 - $105.12 $2.08 Million - $2.55 Million
24,300 Added 14.9%
187,378 $19.6 Million
Q3 2023

Nov 13, 2023
BUY
$89.97 - $100.32 $1.22 Million - $1.36 Million
13,510 Added 9.03%
163,078 $14.9 Million
Q2 2023

Aug 14, 2023
BUY
$87.72 - $96.63 $996,236 - $1.1 Million
11,357 Added 8.22%
149,568 $14.5 Million
Q1 2023

May 15, 2023
BUY
$82.89 - $94.68 $1.64 Million - $1.87 Million
19,781 Added 16.7%
138,211 $12.6 Million
Q4 2022

Feb 15, 2023
SELL
$77.4 - $89.88 $298,454 - $346,577
-3,856 Reduced 3.15%
118,430 $9.9 Million
Q3 2022

Nov 10, 2022
BUY
$78.02 - $94.38 $654,197 - $791,376
8,385 Added 7.36%
122,286 $9.59 Million
Q2 2022

Aug 04, 2022
BUY
$75.41 - $102.47 $161,151 - $218,978
2,137 Added 1.91%
113,901 $9.02 Million
Q1 2022

May 02, 2022
BUY
$89.52 - $114.03 $750,446 - $955,913
8,383 Added 8.11%
111,764 $11.2 Million
Q4 2021

Feb 08, 2022
SELL
$109.8 - $123.28 $2.91 Million - $3.26 Million
-26,461 Reduced 20.38%
103,381 $11.9 Million
Q3 2021

Nov 12, 2021
BUY
$109.39 - $119.47 $1.44 Million - $1.57 Million
13,122 Added 11.24%
129,842 $14.6 Million
Q2 2021

Aug 13, 2021
SELL
$99.98 - $113.73 $313,237 - $356,316
-3,133 Reduced 2.61%
116,720 $13.2 Million
Q1 2021

May 14, 2021
BUY
$96.94 - $112.05 $221,895 - $256,482
2,289 Added 1.95%
119,853 $0
Q4 2020

Feb 11, 2021
BUY
$86.54 - $104.78 $4.97 Million - $6.01 Million
57,385 Added 95.36%
117,564 $12.1 Million
Q3 2020

Oct 30, 2020
SELL
$79.56 - $90.13 $20,924 - $23,704
-263 Reduced 0.44%
60,179 $10.4 Million
Q2 2020

Aug 06, 2020
BUY
$57.59 - $81.27 $323,425 - $456,412
5,616 Added 10.24%
60,442 $9.56 Million
Q1 2020

Apr 29, 2020
SELL
$52.32 - $81.58 $178,986 - $279,085
-3,421 Reduced 5.87%
54,826 $6.67 Million
Q4 2019

Jan 17, 2020
BUY
$68.8 - $76.63 $983,771 - $1.1 Million
14,299 Added 32.54%
58,247 $8.89 Million
Q3 2019

Oct 30, 2019
BUY
$70.16 - $72.24 $986,239 - $1.02 Million
14,057 Added 47.03%
43,948 $6.21 Million
Q2 2019

Jul 25, 2019
BUY
N/A
12,573 Added 72.6%
29,891 $4.26 Million
Q1 2019

Apr 30, 2019
SELL
N/A
-751 Reduced 4.16%
17,318 $2.35 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-2,901 Reduced 13.83%
18,069 $2.05 Million
Q3 2018

Oct 23, 2018
BUY
N/A
618 Added 3.04%
20,970 $2.84 Million
Q2 2018

Jul 20, 2018
BUY
N/A
945 Added 4.87%
20,352 $2.58 Million
Q1 2018

Apr 20, 2018
BUY
N/A
2,318 Added 13.56%
19,407 $2.39 Million
Q4 2017

Jan 19, 2018
BUY
N/A
14,425 Added 541.48%
17,089 $2.06 Million
Q3 2017

Nov 22, 2017
BUY
N/A
7 Added 0.26%
2,664 $301,000
Q2 2017

Nov 22, 2017
BUY
N/A
198 Added 8.05%
2,657 $287,000
Q1 2017

Nov 22, 2017
BUY
N/A
2,459
2,459 $255,000

Others Institutions Holding IWP

# of Institutions
1,212
Shares Held
119M
Call Options Held
132K
Put Options Held
92.9K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
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More about IWP
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