Sweet Financial Partners, LLC Ishares Russell Mid Cap Growth Transaction History

Sweet Financial Partners, LLC

  • $447 Million
  • Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 7,077 shares of IWP stock, worth $919,302. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,077
Previous 7,077 -0.0%
Holding current value
$919,302
Previous $780,000 6.41%
% of portfolio
0.19%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$100.66 - $114.14 $56,973 - $64,603
-566 Reduced 7.41%
7,077 $807,000
Q4 2022

Jan 19, 2023
SELL
$77.4 - $89.88 $17,802 - $20,672
-230 Reduced 2.92%
7,643 $0
Q3 2022

Nov 10, 2022
BUY
$78.02 - $94.38 $118,356 - $143,174
1,517 Added 23.87%
7,873 $617,000
Q1 2022

Apr 22, 2022
BUY
$89.52 - $114.03 $50,668 - $64,540
566 Added 9.78%
6,356 $639,000
Q4 2021

Feb 07, 2022
BUY
$109.8 - $123.28 $635,742 - $713,791
5,790 New
5,790 $667,000

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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