Vital Stone Financial, LLC Ishares Russell Mid Cap Growth Transaction History

Vital Stone Financial, LLC

  • $141 Million
  • Q3 2024

A detailed history of Vital Stone Financial, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Vital Stone Financial, LLC holds 1,725 shares of IWP stock, worth $232,719. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,725
Previous 1,725 -0.0%
Holding current value
$232,719
Previous $190,000 6.32%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$85.66 - $105.12 $19,102 - $23,441
-223 Reduced 11.45%
1,725 $180,000
Q3 2023

Nov 15, 2023
SELL
$89.97 - $100.32 $6,207 - $6,922
-69 Reduced 3.42%
1,948 $178,000
Q2 2023

Aug 21, 2023
SELL
$87.72 - $96.63 $106,930 - $117,791
-1,219 Reduced 37.67%
2,017 $183,000
Q1 2023

May 12, 2023
BUY
$82.89 - $94.68 $39,538 - $45,162
477 Added 17.29%
3,236 $373,000
Q4 2022

Jan 30, 2023
BUY
$77.4 - $89.88 $213,546 - $247,978
2,759 New
2,759 $230 Million

Others Institutions Holding IWP

# of Institutions
1,087
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
Track This Portfolio

Track Vital Stone Financial, LLC Portfolio

Follow Vital Stone Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email