Strategic Financial Concepts, LLC Ishares Russell Mid Cap Growth Transaction History

Strategic Financial Concepts, LLC

$711 Billion
Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 5,752 shares of IWP stock, worth $825,584. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,752

Previous 6,099 5.69%

Holding current value

$825,584

Previous $717 Million 11.34%

% of portfolio

0.11%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$104.34 - $138.68 $36,205 - $48,121	-347 Reduced 5.69%	5,752 $798 Million
Q1 2025 Apr 28, 2025	SELL	$114.9 - $139.6 $8,732 - $10,609	-76 Reduced 1.23%	6,099 $717 Million
Q4 2024 Jan 30, 2025	SELL	$116.4 - $138.52 $83.5 Million - $99.4 Million	-717,690 Reduced 99.15%	6,175 $783 Million
Q4 2024 Jan 27, 2025	BUY	$116.4 - $138.52 $83.6 Million - $99.5 Million	717,981 Added 12202.26%	723,865 $783 Million
Q3 2024 Nov 12, 2024	SELL	$103.87 - $117.59 $65.7 Million - $74.4 Million	-632,360 Reduced 99.08%	5,884 $690 Million
Q2 2024 Aug 06, 2024	BUY	$105.7 - $113.43 $66.8 Million - $71.7 Million	632,241 Added 10532.08%	638,244 $57.3 Million
Q1 2024 Apr 22, 2024	BUY	$100.66 - $114.14 $604,261 - $685,182	6,003 New	6,003 $685 Million
Q3 2023 Nov 07, 2023	BUY	$89.97 - $100.32 $153,578 - $171,246	1,707 Added 37.87%	6,215 $568 Million
Q2 2023 Sep 06, 2023	BUY	$87.72 - $96.63 $7,017 - $7,730	80 Added 1.81%	4,508 $436 Million
Q1 2023 Sep 06, 2023	BUY	$82.89 - $94.68 $367,036 - $419,243	4,428 New	4,428 $403 Million

Others Institutions Holding IWP

# of Institutions

1,317

Shares Held

117M

Call Options Held

196K

Put Options Held

340K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Strategic Financial Concepts, LLC Ishares Russell Mid Cap Growth Transaction History