Wfa Of San Diego, LLC Ishares Russell Mid Cap Growth Transaction History

Wfa Of San Diego, LLC

  • $116 Million
  • Q3 2024

A detailed history of Wfa Of San Diego, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 403 shares of IWP stock, worth $54,429. This represents 0.04% of its overall portfolio holdings.

Number of Shares
403
Previous 403 -0.0%
Holding current value
$54,429
Previous $44,000 6.82%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$105.7 - $113.43 $5,919 - $6,352
-56 Reduced 12.2%
403 $44,000
Q2 2023

Aug 10, 2023
BUY
$87.72 - $96.63 $40,263 - $44,353
459 New
459 $44,000
Q4 2022

Jan 31, 2023
BUY
$77.4 - $89.88 $35,526 - $41,254
459 New
459 $38,000
Q2 2022

Jul 28, 2022
BUY
$75.41 - $102.47 $72,242 - $98,166
958 New
958 $76,000
Q1 2022

Apr 25, 2022
SELL
$89.52 - $114.03 $85,760 - $109,240
-958 Closed
0 $0
Q4 2021

Feb 07, 2022
SELL
$109.8 - $123.28 $2,745 - $3,082
-25 Reduced 2.54%
958 $110,000
Q3 2021

Oct 25, 2021
BUY
$109.39 - $119.47 $107,530 - $117,439
983 New
983 $110,000

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
Track This Portfolio

Track Wfa Of San Diego, LLC Portfolio

Follow Wfa Of San Diego, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wfa Of San Diego, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Of San Diego, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email