Disciplined Investments, LLC Ishares Russell Mid Cap Growth Transaction History

Disciplined Investments, LLC

$197 Million
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$82.89 - $94.68 $1,077 - $1,230	13 Added 0.05%	28,153 $2.56 Million
Q4 2022 Feb 01, 2023	BUY	$77.4 - $89.88 $1,702 - $1,977	22 Added 0.08%	28,140 $2.35 Million
Q3 2022 Nov 03, 2022	BUY	$78.02 - $94.38 $1,404 - $1,698	18 Added 0.06%	28,118 $2.21 Million
Q2 2022 Aug 09, 2022	BUY	$75.41 - $102.47 $829 - $1,127	11 Added 0.04%	28,100 $2.23 Million
Q1 2022 Apr 22, 2022	SELL	$89.52 - $114.03 $28,109 - $35,805	-314 Reduced 1.11%	28,089 $2.82 Million
Q1 2021 May 12, 2021	SELL	$96.94 - $112.05 $268,814 - $310,714	-2,773 Reduced 8.89%	28,403 $2.9 Million
Q4 2020 Feb 12, 2021	BUY	$86.54 - $104.78 $1.35 Million - $1.63 Million	15,588 Added 100.0%	31,176 $3.2 Million
Q2 2020 Aug 13, 2020	SELL	$57.59 - $81.27 $74,233 - $104,757	-1,289 Reduced 7.64%	15,588 $2.47 Million
Q1 2020 May 19, 2020	BUY	$52.32 - $81.58 $313,658 - $489,072	5,995 Added 55.09%	16,877 $2.05 Million
Q4 2019 May 19, 2020	BUY	$68.8 - $76.63 $748,681 - $833,887	10,882 New	10,882 $1.66 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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