Taylor & Morgan Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Taylor & Morgan Wealth Management, LLC

$135 Million
Q1 2024

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 11,622 shares of IWP stock, worth $1.29 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

11,622

Previous 12,187 4.64%

Holding current value

$1.29 Million

Previous $1.27 Million 4.16%

% of portfolio

0.98%

Previous 1.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$81.31 - $89.88 $975 - $1,078	-12 Reduced 0.11%	11,036 $0
Q3 2022 Oct 12, 2022	BUY	N/A	246 Added 2.28%	11,048 $867,000
Q2 2022 Jul 08, 2022	SELL	N/A	-12,105 Reduced 52.84%	10,802 $856,000
Q1 2022 Apr 18, 2022	BUY	N/A	733 Added 3.31%	22,907 $2.3 Million
Q4 2021 Jan 21, 2022	BUY	N/A	22,174 New	22,174 $2.56 Million

Others Institutions Holding IWP

# of Institutions

1,082

Shares Held

110M

Call Options Held

93.3K

Put Options Held

6.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
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Taylor & Morgan Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History