Aprio Wealth Management, LLC Ishares Russell Mid Cap Growth Transaction History

Aprio Wealth Management, LLC

$631 Million
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 10, 2024	SELL	$105.7 - $113.43 $69,867 - $74,977	-661 Reduced 25.95%	1,886 $208,000
Q1 2024 Apr 10, 2024	SELL	$100.66 - $114.14 $875,842 - $993,132	-8,701 Reduced 77.36%	2,547 $290,000
Q4 2023 Jan 17, 2024	SELL	$85.66 - $105.12 $116,668 - $143,173	-1,362 Reduced 10.8%	11,248 $1.17 Million
Q3 2023 Oct 10, 2023	BUY	$89.97 - $100.32 $44,715 - $49,859	497 Added 4.1%	12,610 $1.15 Million
Q2 2023 Jul 13, 2023	BUY	$87.72 - $96.63 $1.06 Million - $1.17 Million	12,113 New	12,113 $1.17 Million
Q4 2021 Jan 26, 2022	SELL	$109.8 - $123.28 $2.97 Million - $3.33 Million	-27,047 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$109.39 - $119.47 $2.96 Million - $3.23 Million	27,047 New	27,047 $3.03 Million
Q2 2021 Jul 23, 2021	SELL	$99.98 - $113.73 $2.33 Million - $2.65 Million	-23,292 Closed	0 $0
Q4 2020 Jan 11, 2021	BUY	$86.54 - $104.78 $2.02 Million - $2.44 Million	23,292 New	23,292 $2.39 Million
Q3 2020 Oct 14, 2020	SELL	$79.56 - $90.13 $353,644 - $400,627	-4,445 Closed	0 $0
Q2 2020 Jul 20, 2020	BUY	$57.59 - $81.27 $255,987 - $361,245	4,445 New	4,445 $703,000
Q1 2020 Apr 16, 2020	SELL	$52.32 - $81.58 $895,404 - $1.4 Million	-17,114 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$68.8 - $76.63 $1.18 Million - $1.31 Million	17,114 New	17,114 $2.61 Million

Others Institutions Holding IWP

# of Institutions

1,154

Shares Held

106M

Call Options Held

59.8K

Put Options Held

5.2K

About ISHARES RUSSELL MID-CAP GROWTH

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