Stonebridge Financial Planning Group, LLC Ishares Russell Mid Cap Growth Transaction History

Stonebridge Financial Planning Group, LLC

  • $202 Million
  • Q3 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 6,760 shares of IWP stock, worth $864,942. This represents 0.39% of its overall portfolio holdings.

Number of Shares
6,760
Previous 7,124 5.11%
Holding current value
$864,942
Previous $786,000 0.76%
% of portfolio
0.39%
Previous 0.41%

Shares

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

Nov 08, 2024
SELL
$103.87 - $117.59 $37,808 - $42,802
-364 Reduced 5.11%
6,760 $792,000
Q2 2024

Aug 07, 2024
BUY
$105.7 - $113.43 $85,511 - $91,764
809 Added 12.81%
7,124 $786,000
Q1 2024

May 13, 2024
BUY
$100.66 - $114.14 $66,737 - $75,674
663 Added 11.73%
6,315 $720,000
Q4 2023

Feb 05, 2024
BUY
$85.66 - $105.12 $484,150 - $594,138
5,652 New
5,652 $590,000
Q1 2022

May 10, 2022
SELL
$89.52 - $114.03 $83,253 - $106,047
-930 Closed
0 $0
Q3 2021

Nov 08, 2021
SELL
$109.39 - $119.47 $9,735 - $10,632
-89 Reduced 8.73%
930 $113,000
Q1 2021

May 06, 2021
BUY
$96.94 - $112.05 $22,296 - $25,771
230 Added 29.15%
1,019 $108,000
Q4 2020

Jan 27, 2021
BUY
$86.54 - $104.78 $43,270 - $52,390
500 Added 173.01%
789 $81,000
Q1 2020

Apr 15, 2020
BUY
$52.32 - $81.58 $2,302 - $3,589
44 Added 17.96%
289 $37,000
Q4 2019

Feb 07, 2020
BUY
$68.8 - $76.63 $16,856 - $18,774
245 New
245 $37,000

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

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