Willner & Heller, LLC Ishares Russell Mid Cap Growth Transaction History

Willner & Heller, LLC

  • $124 Million
  • Q3 2025

A detailed history of Willner & Heller, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Willner & Heller, LLC holds 11,520 shares of IWP stock, worth $1.65 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
11,520
Previous 11,095 3.83%
Holding current value
$1.65 Million
Previous $1.54 Million 6.63%
% of portfolio
1.32%
Previous 1.35%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$137.51 - $145.26 $58,441 - $61,735
425 Added 3.83%
11,520 $1.64 Million
Q2 2025

Jul 21, 2025
SELL
$104.34 - $138.68 $81,072 - $107,754
-777 Reduced 6.54%
11,095 $1.54 Million
Q1 2025

May 05, 2025
BUY
$114.9 - $139.6 $58,024 - $70,498
505 Added 4.44%
11,872 $1.39 Million
Q4 2024

Jan 16, 2025
BUY
$116.4 - $138.52 $27,004 - $32,136
232 Added 2.08%
11,367 $1.44 Million
Q3 2024

Oct 10, 2024
BUY
$103.87 - $117.59 $25,655 - $29,044
247 Added 2.27%
11,135 $1.31 Million
Q2 2024

Jul 19, 2024
BUY
$105.7 - $113.43 $9,935 - $10,662
94 Added 0.87%
10,888 $1.2 Million
Q1 2024

Jul 19, 2024
BUY
$100.66 - $114.14 $29,795 - $33,785
296 Added 2.82%
10,794 $1.23 Million
Q4 2023

Mar 06, 2024
BUY
$85.66 - $105.12 $75,038 - $92,085
876 Added 9.1%
10,498 $1.1 Million
Q4 2022

Feb 14, 2023
SELL
$77.4 - $89.88 $36,300 - $42,153
-469 Reduced 4.65%
9,622 $804,000
Q3 2022

Oct 24, 2022
BUY
$78.02 - $94.38 $20,441 - $24,727
262 Added 2.67%
10,091 $791,000
Q2 2022

Jul 22, 2022
BUY
$75.41 - $102.47 $173,518 - $235,783
2,301 Added 30.57%
9,829 $779,000
Q1 2022

Jul 05, 2022
BUY
$89.52 - $114.03 $24,259 - $30,902
271 Added 3.73%
7,528 $867,000
Q4 2021

Jun 06, 2022
BUY
$109.8 - $123.28 $796,818 - $894,642
7,257 New
7,257 $813,000

Others Institutions Holding IWP

# of Institutions
1,310
Shares Held
117M
Call Options Held
196K
Put Options Held
340K
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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