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

Wealth Plan Investment Management, LLC

$944 Million
Q4 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 7,785 shares of IWP stock, worth $988,383. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,785

Previous 22,871 65.96%

Holding current value

$988,383

Previous $2.68 Million 63.24%

% of portfolio

0.1%

Previous 0.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$116.4 - $138.52 $1.76 Million - $2.09 Million	-15,086 Reduced 65.96%	7,785 $986,000
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

1,223

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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