Wealthspire Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Wealthspire Advisors, LLC

  • $7.49 Billion
  • Q1 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 97,753 shares of IWP stock, worth $10.8 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
97,753
Previous 96,651 1.14%
Holding current value
$10.8 Million
Previous $10.1 Million 10.51%
% of portfolio
0.15%
Previous 0.14%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$81.31 - $89.88 $532,661 - $588,803
6,551 Added 88.55%
13,949 $1.17 Million
Q3 2022

Nov 14, 2022
BUY
N/A
3,038 Added 69.68%
7,398 $580,000
Q2 2022

Aug 09, 2022
BUY
N/A
201 Added 4.83%
4,360 $345,000
Q1 2022

May 09, 2022
SELL
N/A
-1,179 Reduced 22.09%
4,159 $418,000
Q4 2021

Feb 14, 2022
SELL
N/A
-132 Reduced 2.41%
5,338 $615,000
Q3 2021

Nov 15, 2021
BUY
N/A
3,179 Added 138.76%
5,470 $613,000
Q2 2021

Aug 13, 2021
SELL
N/A
-2,715 Reduced 54.23%
2,291 $259,000
Q1 2021

May 17, 2021
BUY
N/A
2,600 Added 108.06%
5,006 $511,000
Q4 2020

Feb 16, 2021
BUY
N/A
2,406 New
2,406 $247,000
Q2 2020

Aug 14, 2020
SELL
N/A
-2,804 Closed
0 $0
Q1 2020

May 12, 2020
BUY
N/A
2,804 New
2,804 $341,000

Others Institutions Holding IWP

# of Institutions
1,082
Shares Held
110M
Call Options Held
93.3K
Put Options Held
6.9K
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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