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 $713,523. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,466
Previous 6,361 1.65%
Holding current value
$713,523
Previous $499,000 8.22%
% of portfolio
0.14%
Previous 0.13%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023
BUY
$81.31 - $89.88 $8,537 - $9,437
105 Added 1.65%
6,466 $0
Q3 2022

Oct 18, 2022
SELL
N/A
-17 Reduced 0.27%
6,361 $499,000
Q2 2022

Jul 15, 2022
SELL
N/A
-1,367 Reduced 17.65%
6,378 $505,000
Q1 2022

Apr 15, 2022
SELL
N/A
-2,178 Reduced 21.95%
7,745 $778,000
Q4 2021

Jan 19, 2022
BUY
N/A
3,527 Added 55.14%
9,923 $1.14 Million
Q3 2021

Oct 22, 2021
SELL
N/A
-15 Reduced 0.23%
6,396 $717,000
Q2 2021

Jul 22, 2021
SELL
N/A
-3 Reduced 0.05%
6,411 $726,000
Q1 2021

Apr 15, 2021
SELL
N/A
-296 Reduced 4.41%
6,414 $655,000
Q4 2020

Jan 19, 2021
BUY
N/A
3,499 Added 108.97%
6,710 $689,000
Q3 2020

Oct 19, 2020
BUY
N/A
343 Added 11.96%
3,211 $555,000
Q3 2019

Oct 21, 2019
BUY
N/A
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
1,082
Shares Held
110M
Call Options Held
93.3K
Put Options Held
6.9K
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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