Financial Life Advisors Ishares Russell Mid Cap Growth Transaction History

Financial Life Advisors

$261 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$75.41 - $102.47 $189,580 - $257,609	-2,514 Closed	0 $0
Q1 2022 Apr 20, 2022	SELL	$89.52 - $114.03 $179 - $228	-2 Reduced 0.08%	2,514 $253,000
Q4 2021 Jan 31, 2022	SELL	$109.8 - $123.28 $10,321 - $11,588	-94 Reduced 3.6%	2,516 $290,000
Q3 2021 Oct 29, 2021	SELL	$109.39 - $119.47 $15,861 - $17,323	-145 Reduced 5.26%	2,610 $293,000
Q2 2021 Aug 09, 2021	SELL	$99.98 - $113.73 $20,595 - $23,428	-206 Reduced 6.96%	2,755 $312,000
Q1 2021 May 12, 2021	SELL	$96.94 - $112.05 $10,663 - $12,325	-110 Reduced 3.58%	2,961 $302,000
Q4 2020 Feb 09, 2021	BUY	$86.54 - $104.78 $130,069 - $157,484	1,503 Added 95.85%	3,071 $315,000
Q3 2020 Oct 29, 2020	BUY	$79.56 - $90.13 $124,750 - $141,323	1,568 New	1,568 $271,000
Q1 2020 May 27, 2020	SELL	$52.32 - $81.58 $85,857 - $133,872	-1,641 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$68.8 - $76.63 $619 - $689	-9 Reduced 0.55%	1,641 $250,000
Q3 2019 Nov 05, 2019	SELL	$70.16 - $72.24 $14,873 - $15,314	-212 Reduced 11.39%	1,650 $233,000
Q2 2019 Jul 29, 2019	SELL	N/A	-94 Reduced 4.81%	1,862 $266,000
Q1 2019 May 13, 2019	SELL	N/A	-517 Reduced 20.91%	1,956 $265,000
Q3 2018 Oct 12, 2018	SELL	N/A	-36 Reduced 1.43%	2,473 $335,000
Q2 2018 Aug 14, 2018	SELL	N/A	-218 Reduced 7.99%	2,509 $318,000
Q1 2018 May 09, 2018	SELL	N/A	-89 Reduced 3.16%	2,727 $327,000
Q4 2017 Feb 20, 2018	BUY	N/A	2,816	2,816 $340,000

Others Institutions Holding IWP

# of Institutions

1,085

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

About ISHARES RUSSELL MID-CAP GROWTH

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