A detailed history of Wealth Alliance transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wealth Alliance holds 3,792 shares of IWP stock, worth $444,574. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,792
Previous 2,973 27.55%
Holding current value
$444,574
Previous $339,000 23.3%
% of portfolio
0.06%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$105.7 - $113.43 $86,568 - $92,899
819 Added 27.55%
3,792 $418,000
Q1 2024

May 10, 2024

BUY
$100.66 - $114.14 $39,760 - $45,085
395 Added 15.32%
2,973 $339,000
Q4 2023

Jan 30, 2024

BUY
$85.66 - $105.12 $2,141 - $2,628
25 Added 0.98%
2,578 $269,000
Q3 2023

Nov 09, 2023

SELL
$89.97 - $100.32 $114,441 - $127,607
-1,272 Reduced 33.25%
2,553 $233,000
Q2 2023

Aug 02, 2023

BUY
$87.72 - $96.63 $118,597 - $130,643
1,352 Added 54.67%
3,825 $369,000
Q1 2023

May 10, 2023

SELL
$82.89 - $94.68 $282,323 - $322,480
-3,406 Reduced 57.94%
2,473 $225,000
Q4 2022

Feb 13, 2023

SELL
$77.4 - $89.88 $227,246 - $263,887
-2,936 Reduced 33.31%
5,879 $491,000
Q3 2022

Nov 14, 2022

SELL
$78.02 - $94.38 $385,106 - $465,859
-4,936 Reduced 35.9%
8,815 $691,000
Q2 2022

Oct 11, 2022

BUY
$75.41 - $102.47 $124,351 - $168,973
1,649 Added 13.63%
13,751 $1.09 Million
Q2 2022

Aug 15, 2022

BUY
$75.41 - $102.47 $726,801 - $987,605
9,638 Added 391.15%
12,102 $959,000
Q1 2022

May 10, 2022

BUY
$89.52 - $114.03 $45,118 - $57,471
504 Added 25.71%
2,464 $247,000
Q4 2021

Feb 14, 2022

BUY
$109.8 - $123.28 $215,208 - $241,628
1,960 New
1,960 $226,000

Others Institutions Holding IWP

About ISHARES RUSSELL MID-CAP GROWTH


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