Venturi Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Venturi Wealth Management, LLC

  • $1.45 Billion
  • Q1 2024

A detailed history of Venturi Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 230 shares of IWP stock, worth $25,532. This represents 0.0% of its overall portfolio holdings.

Number of Shares
230
Previous 230 -0.0%
Holding current value
$25,532
Previous $24,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 02, 2023
BUY
$82.89 - $94.68 $19,064 - $21,776
230 New
230 $20,000
Q1 2021

Apr 22, 2021
SELL
N/A
-5,892 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
N/A
5,892 New
5,892 $605,000

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

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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