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

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 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 1,344 shares of IWP stock, worth $171,964. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,344
Previous 230 484.35%
Holding current value
$171,964
Previous $25,000 528.0%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 04, 2024
BUY
$103.87 - $117.59 $115,711 - $130,995
1,114 Added 484.35%
1,344 $157,000
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
$96.94 - $112.05 $571,170 - $660,198
-5,892 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$86.54 - $104.78 $509,893 - $617,363
5,892 New
5,892 $605,000

Others Institutions Holding IWP

# of Institutions
1,086
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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