York Bridge Wealth Partners, LLC Ishares Russell Mid Cap Growth Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 6,466 shares of IWP stock, worth $890,303. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,466

Previous 6,361 1.65%

Holding current value

$890,303

Previous $499,000 8.22%

% of portfolio

0.14%

Previous 0.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	BUY	$77.4 - $89.88 $8,127 - $9,437	105 Added 1.65%	6,466 $0
Q3 2022 Oct 18, 2022	SELL	$78.02 - $94.38 $1,326 - $1,604	-17 Reduced 0.27%	6,361 $499,000
Q2 2022 Jul 15, 2022	SELL	$75.41 - $102.47 $103,085 - $140,076	-1,367 Reduced 17.65%	6,378 $505,000
Q1 2022 Apr 15, 2022	SELL	$89.52 - $114.03 $194,974 - $248,357	-2,178 Reduced 21.95%	7,745 $778,000
Q4 2021 Jan 19, 2022	BUY	$109.8 - $123.28 $387,264 - $434,808	3,527 Added 55.14%	9,923 $1.14 Million
Q3 2021 Oct 22, 2021	SELL	$109.39 - $119.47 $1,640 - $1,792	-15 Reduced 0.23%	6,396 $717,000
Q2 2021 Jul 22, 2021	SELL	$99.98 - $113.73 $299 - $341	-3 Reduced 0.05%	6,411 $726,000
Q1 2021 Apr 15, 2021	SELL	$96.94 - $112.05 $28,694 - $33,166	-296 Reduced 4.41%	6,414 $655,000
Q4 2020 Jan 19, 2021	BUY	$86.54 - $104.78 $302,803 - $366,625	3,499 Added 108.97%	6,710 $689,000
Q3 2020 Oct 19, 2020	BUY	$79.56 - $90.13 $27,289 - $30,914	343 Added 11.96%	3,211 $555,000
Q3 2019 Oct 21, 2019	BUY	$70.16 - $72.24 $561 - $577	8 Added 0.28%	2,868 $405,000
Q2 2019 Jul 18, 2019	BUY	N/A	7 Added 0.25%	2,860 $408,000
Q1 2019 May 09, 2019	SELL	N/A	-1,921 Reduced 40.24%	2,853 $387,000
Q4 2018 Feb 14, 2019	SELL	N/A	-24 Reduced 0.5%	4,774 $543,000
Q3 2018 Nov 14, 2018	BUY	N/A	7 Added 0.15%	4,798 $647,000
Q4 2017 Feb 12, 2018	SELL	N/A	-115 Reduced 2.34%	4,791 $577,000
Q3 2017 Oct 27, 2017	SELL	N/A	-150 Reduced 2.97%	4,906 $555,000
Q2 2017 Aug 14, 2017	BUY	N/A	5,056	5,056 $546,000

Others Institutions Holding IWP

# of Institutions

1,219

Shares Held

119M

Call Options Held

132K

Put Options Held

92.9K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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York Bridge Wealth Partners, LLC Ishares Russell Mid Cap Growth Transaction History