Wealthsource Partners, LLC Ishares Russell Mid Cap Growth Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wealthsource Partners, LLC holds 2,069 shares of IWP stock, worth $269,673. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,069

Holding current value

$269,673

% of portfolio

0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	BUY	$85.66 - $105.12 $177,230 - $217,493	2,069 New	2,069 $216,000
Q2 2023 Aug 14, 2023	BUY	$87.72 - $96.63 $183,422 - $202,053	2,091 New	2,091 $202,000
Q2 2022 Aug 10, 2022	SELL	$75.41 - $102.47 $155,570 - $211,395	-2,063 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$109.8 - $123.28 $21,960 - $24,656	-200 Reduced 8.84%	2,063 $238,000
Q3 2021 Nov 18, 2021	BUY	$109.39 - $119.47 $12,579 - $13,739	115 Added 5.35%	2,263 $254,000
Q4 2020 Feb 12, 2021	BUY	$86.54 - $104.78 $185,887 - $225,067	2,148 New	2,148 $220,000
Q1 2020 May 12, 2020	SELL	$52.32 - $81.58 $111,075 - $173,194	-2,123 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$68.8 - $76.63 $40,798 - $45,441	593 Added 38.76%	2,123 $324,000
Q3 2019 Nov 15, 2019	SELL	$70.16 - $72.24 $771 - $794	-11 Reduced 0.71%	1,530 $216,000
Q2 2019 Aug 09, 2019	BUY	N/A	1,541 New	1,541 $220,000

Others Institutions Holding IWP

# of Institutions

1,085

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

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About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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Wealthsource Partners, LLC Ishares Russell Mid Cap Growth Transaction History