Wealth Plan Investment Management, LLC Ishares Russell Mid Cap Growth Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 22,871 shares of IWP stock, worth $2.97 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
22,871
Holding current value
$2.97 Million
% of portfolio
0.29%

Shares

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

Nov 05, 2024
BUY
$103.87 - $117.59 $2.38 Million - $2.69 Million
22,871 New
22,871 $2.68 Million
Q3 2023

Nov 09, 2023
BUY
$89.97 - $100.32 $473,782 - $528,285
5,266 New
5,266 $481,000
Q4 2022

Feb 15, 2023
SELL
$77.4 - $89.88 $40,944 - $47,546
-529 Reduced 7.42%
6,601 $551,000
Q3 2022

Dec 12, 2022
BUY
$78.02 - $94.38 $329,088 - $398,094
4,218 Added 144.85%
7,130 $612,000
Q1 2022

Sep 07, 2022
BUY
$89.52 - $114.03 $260,682 - $332,055
2,912 New
2,912 $260,000

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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