West Michigan Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

West Michigan Advisors, LLC

$299 Million
Q2 2024

A detailed history of West Michigan Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, West Michigan Advisors, LLC holds 1,950 shares of IWP stock, worth $228,618. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,950

Previous 2,001 2.55%

Holding current value

$228,618

Previous $228,000 5.7%

% of portfolio

0.07%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$105.7 - $113.43 $5,390 - $5,784	-51 Reduced 2.55%	1,950 $215,000
Q1 2024 May 14, 2024	SELL	$100.66 - $114.14 $21,339 - $24,197	-212 Reduced 9.58%	2,001 $228,000
Q4 2023 Feb 13, 2024	SELL	$85.66 - $105.12 $12,249 - $15,032	-143 Reduced 6.07%	2,213 $231,000
Q3 2023 Nov 13, 2023	BUY	$89.97 - $100.32 $539 - $601	6 Added 0.26%	2,356 $215,000
Q2 2023 Aug 15, 2023	SELL	$87.72 - $96.63 $350 - $386	-4 Reduced 0.17%	2,350 $227,000
Q1 2023 Apr 21, 2023	BUY	$82.89 - $94.68 $195,123 - $222,876	2,354 New	2,354 $214,000
Q2 2022 Aug 15, 2022	SELL	$75.41 - $102.47 $254,508 - $345,836	-3,375 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$89.52 - $114.03 $22,380 - $28,507	250 Added 8.0%	3,375 $339,000
Q4 2021 Feb 15, 2022	BUY	$109.8 - $123.28 $343,125 - $385,250	3,125 New	3,125 $360,000

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

More about IWP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Michigan Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Michigan Advisors, LLC with notifications on news.

Account

West Michigan Advisors, LLC Ishares Russell Mid Cap Growth Transaction History