Yhb Investment Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History

Yhb Investment Advisors, Inc.

  • $1.34 Billion
  • Q3 2025

A detailed history of Yhb Investment Advisors, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 2,064 shares of IWP stock, worth $296,245. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,064
Previous 2,064 -0.0%
Holding current value
$296,245
Previous $286,000 2.45%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$114.9 - $139.6 $22,980 - $27,920
-200 Reduced 8.83%
2,064 $242,000
Q4 2024

Jan 22, 2025
SELL
$116.4 - $138.52 $68,094 - $81,034
-585 Reduced 20.53%
2,264 $286,000
Q2 2024

Aug 01, 2024
BUY
$105.7 - $113.43 $24,311 - $26,088
230 Added 8.78%
2,849 $314,000
Q1 2024

Aug 14, 2024
SELL
$100.66 - $114.14 $23,151 - $26,252
-230 Reduced 8.07%
2,619 $298,000
Q4 2023

Jan 29, 2024
SELL
$85.66 - $105.12 $414,080 - $508,150
-4,834 Reduced 64.86%
2,619 $273,000
Q3 2023

Oct 23, 2023
BUY
$89.97 - $100.32 $434,914 - $484,946
4,834 Added 184.57%
7,453 $680,000
Q2 2023

Aug 10, 2023
SELL
$87.72 - $96.63 $1,228 - $1,352
-14 Reduced 0.53%
2,619 $253,000
Q3 2022

Nov 03, 2022
BUY
$78.02 - $94.38 $205,426 - $248,502
2,633 New
2,633 $207,000
Q2 2022

Jul 14, 2022
SELL
$75.41 - $102.47 $189,128 - $256,994
-2,508 Closed
0 $0
Q2 2021

Jul 15, 2021
SELL
$99.98 - $113.73 $19,996 - $22,746
-200 Reduced 7.39%
2,508 $284,000
Q4 2020

Jan 21, 2021
BUY
$86.54 - $104.78 $117,780 - $142,605
1,361 Added 101.04%
2,708 $278,000
Q3 2020

Nov 02, 2020
BUY
$79.56 - $90.13 $107,167 - $121,405
1,347 New
1,347 $233,000

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
Track This Portfolio

Track Yhb Investment Advisors, Inc. Portfolio

Follow Yhb Investment Advisors, Inc. 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 Yhb Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yhb Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email