Wealthspire Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 122,348 shares of IWP stock, worth $15.9 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
122,348
Previous 106,742 14.62%
Holding current value
$15.9 Million
Previous $11.8 Million 21.84%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Nov 13, 2024
BUY
$103.87 - $117.59 $1.62 Million - $1.84 Million
15,606 Added 14.62%
122,348 $14.4 Million
Q2 2024

Aug 08, 2024
BUY
$105.7 - $113.43 $950,137 - $1.02 Million
8,989 Added 9.2%
106,742 $11.8 Million
Q1 2024

May 06, 2024
BUY
$100.66 - $114.14 $110,927 - $125,782
1,102 Added 1.14%
97,753 $11.2 Million
Q4 2023

Feb 06, 2024
SELL
$85.66 - $105.12 $131,145 - $160,938
-1,531 Reduced 1.56%
96,651 $10.1 Million
Q3 2023

Nov 06, 2023
BUY
$89.97 - $100.32 $7.31 Million - $8.15 Million
81,287 Added 481.13%
98,182 $8.97 Million
Q2 2023

Jul 31, 2023
SELL
$87.72 - $96.63 $32,982 - $36,332
-376 Reduced 2.18%
16,895 $1.63 Million
Q1 2023

May 09, 2023
BUY
$82.89 - $94.68 $275,360 - $314,526
3,322 Added 23.82%
17,271 $1.57 Million
Q4 2022

Feb 13, 2023
BUY
$77.4 - $89.88 $507,047 - $588,803
6,551 Added 88.55%
13,949 $1.17 Million
Q3 2022

Nov 14, 2022
BUY
$78.02 - $94.38 $237,024 - $286,726
3,038 Added 69.68%
7,398 $580,000
Q2 2022

Aug 09, 2022
BUY
$75.41 - $102.47 $15,157 - $20,596
201 Added 4.83%
4,360 $345,000
Q1 2022

May 09, 2022
SELL
$89.52 - $114.03 $105,544 - $134,441
-1,179 Reduced 22.09%
4,159 $418,000
Q4 2021

Feb 14, 2022
SELL
$109.8 - $123.28 $14,493 - $16,272
-132 Reduced 2.41%
5,338 $615,000
Q3 2021

Nov 15, 2021
BUY
$109.39 - $119.47 $347,750 - $379,795
3,179 Added 138.76%
5,470 $613,000
Q2 2021

Aug 13, 2021
SELL
$99.98 - $113.73 $271,445 - $308,776
-2,715 Reduced 54.23%
2,291 $259,000
Q1 2021

May 17, 2021
BUY
$96.94 - $112.05 $252,044 - $291,330
2,600 Added 108.06%
5,006 $511,000
Q4 2020

Feb 16, 2021
BUY
$86.54 - $104.78 $208,215 - $252,100
2,406 New
2,406 $247,000
Q2 2020

Aug 14, 2020
SELL
$57.59 - $81.27 $161,482 - $227,881
-2,804 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$52.32 - $81.58 $146,705 - $228,750
2,804 New
2,804 $341,000

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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