A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 5,763 shares of IWP stock, worth $748,613. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,763
Previous 5,460 5.55%
Holding current value
$748,613
Previous $602,000 12.13%
% of portfolio
0.27%
Previous 0.27%

Shares

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

Nov 14, 2024

BUY
$103.87 - $117.59 $31,472 - $35,629
303 Added 5.55%
5,763 $675,000
Q2 2024

Aug 12, 2024

BUY
$105.7 - $113.43 $84,877 - $91,084
803 Added 17.24%
5,460 $602,000
Q1 2024

May 13, 2024

BUY
$100.66 - $114.14 $76,702 - $86,974
762 Added 19.56%
4,657 $531,000
Q4 2023

Feb 13, 2024

BUY
$85.66 - $105.12 $3,769 - $4,625
44 Added 1.14%
3,895 $406,000
Q3 2023

Nov 14, 2023

BUY
$89.97 - $100.32 $10,436 - $11,637
116 Added 3.11%
3,851 $351,000
Q2 2023

Aug 11, 2023

BUY
$87.72 - $96.63 $48,070 - $52,953
548 Added 17.19%
3,735 $360,000
Q1 2023

May 12, 2023

BUY
$82.89 - $94.68 $18,898 - $21,587
228 Added 7.71%
3,187 $290,000
Q4 2022

Feb 13, 2023

BUY
$77.4 - $89.88 $5,185 - $6,021
67 Added 2.32%
2,959 $247,000
Q3 2022

Nov 01, 2022

BUY
$78.02 - $94.38 $11,000 - $13,307
141 Added 5.13%
2,892 $227,000
Q2 2022

Aug 09, 2022

BUY
$75.41 - $102.47 $33,557 - $45,599
445 Added 19.3%
2,751 $218,000
Q1 2022

May 13, 2022

SELL
$89.52 - $114.03 $103,843 - $132,274
-1,160 Reduced 33.47%
2,306 $232,000
Q4 2021

Feb 10, 2022

BUY
$109.8 - $123.28 $264,618 - $297,104
2,410 Added 228.22%
3,466 $399,000
Q3 2021

Nov 15, 2021

BUY
$109.39 - $119.47 $28,988 - $31,659
265 Added 33.5%
1,056 $118,000
Q2 2021

Aug 16, 2021

BUY
$99.98 - $113.73 $6,198 - $7,051
62 Added 8.5%
791 $90,000
Q1 2021

May 17, 2021

BUY
$96.94 - $112.05 $3,392 - $3,921
35 Added 5.04%
729 $74,000
Q4 2020

Feb 19, 2021

BUY
$86.54 - $104.78 $37,385 - $45,264
432 Added 164.89%
694 $71,000
Q3 2020

Nov 13, 2020

BUY
$79.56 - $90.13 $6,046 - $6,849
76 Added 40.86%
262 $45,000
Q2 2020

Aug 18, 2020

BUY
$57.59 - $81.27 $10,711 - $15,116
186 New
186 $29,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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