Total Wealth Planning, LLC Ishares Russell Mid Cap Growth Transaction History

Total Wealth Planning, LLC

  • $605 Million
  • Q3 2024

A detailed history of Total Wealth Planning, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Total Wealth Planning, LLC holds 4,591 shares of IWP stock, worth $587,418. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,591
Previous 4,590 0.02%
Holding current value
$587,418
Previous $506,000 6.32%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 10, 2024
BUY
$103.87 - $117.59 $103 - $117
1 Added 0.02%
4,591 $538,000
Q2 2024

Aug 02, 2024
SELL
$105.7 - $113.43 $110,667 - $118,761
-1,047 Reduced 18.57%
4,590 $506,000
Q1 2024

Apr 18, 2024
SELL
$100.66 - $114.14 $33,318 - $37,780
-331 Reduced 5.55%
5,637 $643,000
Q4 2023

Feb 05, 2024
BUY
$85.66 - $105.12 $57,477 - $70,535
671 Added 12.67%
5,968 $623,000
Q3 2023

Nov 08, 2023
SELL
$89.97 - $100.32 $10,256 - $11,436
-114 Reduced 2.11%
5,297 $483,000
Q2 2023

Jul 31, 2023
SELL
$87.72 - $96.63 $6,140 - $6,764
-70 Reduced 1.28%
5,411 $522,000
Q1 2023

Apr 14, 2023
SELL
$82.89 - $94.68 $2,403 - $2,745
-29 Reduced 0.53%
5,481 $499,000
Q4 2022

Feb 02, 2023
SELL
$77.4 - $89.88 $3,792 - $4,404
-49 Reduced 0.88%
5,510 $460,000
Q3 2022

Nov 14, 2022
SELL
$78.02 - $94.38 $42,130 - $50,965
-540 Reduced 8.85%
5,559 $436,000
Q2 2022

Aug 01, 2022
SELL
$75.41 - $102.47 $75 - $102
-1 Reduced 0.02%
6,099 $483,000
Q1 2022

May 13, 2022
BUY
$89.52 - $114.03 $176,264 - $224,525
1,969 Added 47.66%
6,100 $613,000
Q4 2021

Feb 09, 2022
SELL
$109.8 - $123.28 $246,171 - $276,393
-2,242 Reduced 35.18%
4,131 $560,000
Q3 2021

Nov 04, 2021
BUY
$109.39 - $119.47 $3,828 - $4,181
35 Added 0.55%
6,373 $714,000
Q2 2021

Aug 16, 2021
BUY
$99.98 - $113.73 $99 - $113
1 Added 0.02%
6,338 $717,000
Q1 2021

May 17, 2021
SELL
$96.94 - $112.05 $15,316 - $17,703
-158 Reduced 2.43%
6,337 $647,000
Q4 2020

Feb 11, 2021
BUY
$86.54 - $104.78 $251,917 - $305,014
2,911 Added 81.22%
6,495 $667,000
Q3 2020

Nov 10, 2020
SELL
$79.56 - $90.13 $23,470 - $26,588
-295 Reduced 7.61%
3,584 $620,000
Q2 2020

Aug 13, 2020
SELL
$57.59 - $81.27 $4,952 - $6,989
-86 Reduced 2.17%
3,879 $613,000
Q1 2020

May 13, 2020
BUY
$52.32 - $81.58 $680 - $1,060
13 Added 0.33%
3,965 $482,000
Q4 2019

Feb 11, 2020
SELL
$68.8 - $76.63 $1,582 - $1,762
-23 Reduced 0.58%
3,952 $603,000
Q2 2019

Aug 06, 2019
SELL
N/A
-156 Reduced 3.78%
3,975 $567,000
Q1 2019

May 15, 2019
SELL
N/A
-123 Reduced 2.89%
4,131 $560,000
Q4 2018

Feb 14, 2019
BUY
N/A
4,254 New
4,254 $484,000

Others Institutions Holding IWP

# of Institutions
1,085
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
Track This Portfolio

Track Total Wealth Planning, LLC Portfolio

Follow Total Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email