Valued Retirements, Inc. Ishares Russell Mid Cap Growth Transaction History

Valued Retirements, Inc.

$76.1 Billion
Q1 2025

A detailed history of Valued Retirements, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Valued Retirements, Inc. holds 9,546 shares of IWP stock, worth $1.35 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

9,546

Previous 7,229 32.05%

Holding current value

$1.35 Million

Previous $916 Million 22.41%

% of portfolio

1.47%

Previous 1.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$114.9 - $139.6 $266,223 - $323,453	2,317 Added 32.05%	9,546 $1.12 Billion
Q4 2024 Feb 10, 2025	BUY	$116.4 - $138.52 $17,809 - $21,193	153 Added 2.16%	7,229 $916 Million
Q3 2024 Nov 14, 2024	BUY	$103.87 - $117.59 $734,984 - $832,066	7,076 New	7,076 $830 Million
Q2 2024 Nov 18, 2024	SELL	$105.7 - $113.43 $47,882 - $51,383	-453 Reduced 6.4%	6,623 $731 Million
Q1 2024 Nov 18, 2024	SELL	$100.66 - $114.14 $437,267 - $495,824	-4,344 Reduced 61.39%	2,732 $312 Million
Q4 2023 Nov 18, 2024	SELL	$85.66 - $105.12 $372,192 - $456,746	-4,345 Reduced 61.4%	2,731 $285 Million

Others Institutions Holding IWP

# of Institutions

1,262

Shares Held

132M

Call Options Held

130K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Valued Retirements, Inc. Ishares Russell Mid Cap Growth Transaction History