Vaughan David Investments LLC Ishares Russell Mid Cap Growth Transaction History

Vaughan David Investments LLC

  • $4.64 Billion
  • Q3 2025

A detailed history of Vaughan David Investments LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Vaughan David Investments LLC holds 5,085 shares of IWP stock, worth $695,831. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,085
Previous 4,147 22.62%
Holding current value
$695,831
Previous $575,000 25.91%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$137.51 - $145.26 $128,984 - $136,253
938 Added 22.62%
5,085 $724,000
Q4 2024

Feb 04, 2025
SELL
$116.4 - $138.52 $116 - $138
-1 Reduced 0.02%
4,147 $526,000
Q2 2024

Aug 07, 2024
SELL
$105.7 - $113.43 $31,815 - $34,142
-301 Reduced 6.77%
4,148 $458,000
Q1 2024

May 13, 2024
BUY
$100.66 - $114.14 $14,293 - $16,207
142 Added 3.3%
4,449 $508,000
Q4 2023

Jan 29, 2024
BUY
$85.66 - $105.12 $13,705 - $16,819
160 Added 3.86%
4,307 $450,000
Q2 2022

Aug 11, 2022
BUY
$75.41 - $102.47 $312,725 - $424,943
4,147 New
4,147 $329,000

Others Institutions Holding IWP

# of Institutions
1,317
Shares Held
127M
Call Options Held
167K
Put Options Held
267K
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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