Wolff Financial Management LLC Ishares Russell Mid Cap Growth Transaction History

Wolff Financial Management LLC

  • $368 Million
  • Q3 2024

A detailed history of Wolff Financial Management LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Wolff Financial Management LLC holds 3,165 shares of IWP stock, worth $404,961. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,165
Holding current value
$404,961
% of portfolio
0.1%

Shares

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

Oct 24, 2024
BUY
$103.87 - $117.59 $328,748 - $372,172
3,165 New
3,165 $371,000
Q1 2024

Apr 24, 2024
SELL
$100.66 - $114.14 $11,777 - $13,354
-117 Reduced 2.85%
3,991 $456,000
Q4 2023

Jan 25, 2024
SELL
$85.66 - $105.12 $37,690 - $46,252
-440 Reduced 9.67%
4,108 $429,000
Q3 2023

Oct 30, 2023
BUY
$89.97 - $100.32 $409,183 - $456,255
4,548 New
4,548 $415,000
Q1 2023

May 01, 2023
SELL
$82.89 - $94.68 $101,954 - $116,456
-1,230 Reduced 15.07%
6,934 $631,000
Q4 2022

Feb 06, 2023
SELL
$77.4 - $89.88 $448,223 - $520,495
-5,791 Reduced 41.5%
8,164 $682,000
Q3 2022

Oct 31, 2022
BUY
$78.02 - $94.38 $244,046 - $295,220
3,128 Added 28.89%
13,955 $1.09 Million
Q2 2022

Aug 05, 2022
SELL
$75.41 - $102.47 $483,905 - $657,549
-6,417 Reduced 37.21%
10,827 $858,000
Q1 2022

May 03, 2022
BUY
$89.52 - $114.03 $110,915 - $141,283
1,239 Added 7.74%
17,244 $1.73 Million
Q4 2021

Feb 08, 2022
BUY
$109.8 - $123.28 $1.76 Million - $1.97 Million
16,005 New
16,005 $1.84 Million

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 Wolff Financial Management LLC Portfolio

Follow Wolff Financial Management 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 Wolff Financial Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wolff Financial Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email