Wealth Plan Partners, LLC Ishares Russell Mid Cap Growth Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 5,205 shares of IWP stock, worth $610,234. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,205

Previous 5,266 1.16%

Holding current value

$610,234

Previous $601 Million 4.44%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$105.7 - $113.43 $6,447 - $6,919	-61 Reduced 1.16%	5,205 $574 Million
Q2 2023 Jul 31, 2023	BUY	$87.72 - $96.63 $4,824 - $5,314	55 Added 1.06%	5,266 $509 Million
Q1 2023 May 10, 2023	SELL	$82.89 - $94.68 $115,217 - $131,605	-1,390 Reduced 21.06%	5,211 $474 Million
Q4 2022 Feb 16, 2023	BUY	$77.4 - $89.88 $285,528 - $331,567	3,689 Added 126.68%	6,601 $616 Million
Q1 2022 May 03, 2022	BUY	$89.52 - $114.03 $45,207 - $57,585	505 Added 20.98%	2,912 $260,000
Q4 2021 Feb 01, 2022	BUY	$109.8 - $123.28 $264,288 - $296,734	2,407 New	2,407 $241,000

Others Institutions Holding IWP

# of Institutions

1,071

Shares Held

104M

Call Options Held

63.5K

Put Options Held

1.4K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Wealth Plan Partners, LLC Ishares Russell Mid Cap Growth Transaction History