A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 11,410 shares of IWP stock, worth $1.53 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
11,410
Previous 11,485 0.65%
Holding current value
$1.53 Million
Previous $1.27 Million 5.6%
% of portfolio
0.92%
Previous 0.91%

Shares

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

Oct 24, 2024

SELL
$103.87 - $117.59 $7,790 - $8,819
-75 Reduced 0.65%
11,410 $1.34 Million
Q2 2024

Jul 16, 2024

SELL
$105.7 - $113.43 $14,480 - $15,539
-137 Reduced 1.18%
11,485 $1.27 Million
Q1 2024

Apr 15, 2024

SELL
$100.66 - $114.14 $56,872 - $64,489
-565 Reduced 4.64%
11,622 $1.33 Million
Q4 2023

Jan 10, 2024

SELL
$85.66 - $105.12 $14,048 - $17,239
-164 Reduced 1.33%
12,187 $1.27 Million
Q3 2023

Oct 05, 2023

SELL
$89.97 - $100.32 $111,382 - $124,196
-1,238 Reduced 9.11%
12,351 $1.13 Million
Q2 2023

Jul 13, 2023

BUY
$87.72 - $96.63 $175,527 - $193,356
2,001 Added 17.27%
13,589 $1.31 Million
Q1 2023

Apr 06, 2023

BUY
$82.89 - $94.68 $45,755 - $52,263
552 Added 5.0%
11,588 $1.06 Million
Q4 2022

Jan 17, 2023

SELL
$77.4 - $89.88 $928 - $1,078
-12 Reduced 0.11%
11,036 $0
Q3 2022

Oct 12, 2022

BUY
$78.02 - $94.38 $19,192 - $23,217
246 Added 2.28%
11,048 $867,000
Q2 2022

Jul 08, 2022

SELL
$75.41 - $102.47 $912,838 - $1.24 Million
-12,105 Reduced 52.84%
10,802 $856,000
Q1 2022

Apr 18, 2022

BUY
$89.52 - $114.03 $65,618 - $83,583
733 Added 3.31%
22,907 $2.3 Million
Q4 2021

Jan 21, 2022

BUY
$109.8 - $123.28 $2.43 Million - $2.73 Million
22,174 New
22,174 $2.56 Million

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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