Twin Peaks Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 3,696 shares of IWP stock, worth $496,594. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,696
Previous 3,194 15.72%
Holding current value
$496,594
Previous $353 Million 22.98%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Oct 25, 2024
BUY
$103.87 - $117.59 $52,142 - $59,030
502 Added 15.72%
3,696 $434 Million
Q2 2024

Jul 31, 2024
BUY
$105.7 - $113.43 $11,098 - $11,910
105 Added 3.4%
3,194 $353 Million
Q1 2024

Apr 23, 2024
BUY
$100.66 - $114.14 $113,041 - $128,179
1,123 Added 57.12%
3,089 $353 Million
Q4 2023

Jan 17, 2024
BUY
$85.66 - $105.12 $168,407 - $206,665
1,966 New
1,966 $205 Million

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
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