M Holdings Securities, Inc. Ishares Russell Mid Cap Growth Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$82.89 - $94.68 $67,140 - $76,690	810 Added 10.28%	8,689 $791,000
Q4 2022 Feb 10, 2023	BUY	$77.4 - $89.88 $8,281 - $9,617	107 Added 1.38%	7,879 $659,000
Q3 2022 Nov 16, 2022	SELL	$78.02 - $94.38 $94,014 - $113,727	-1,205 Reduced 13.42%	7,772 $610,000
Q2 2022 Aug 16, 2022	SELL	$75.41 - $102.47 $20,511 - $27,871	-272 Reduced 2.94%	8,977 $711,000
Q1 2022 May 24, 2022	BUY	$89.52 - $114.03 $827,970 - $1.05 Million	9,249 New	9,249 $930,000
Q2 2021 Aug 19, 2021	SELL	$99.98 - $113.73 $713,057 - $811,122	-7,132 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$96.94 - $112.05 $691,376 - $799,140	7,132 New	7,132 $728,000
Q3 2017 Nov 15, 2017	SELL	N/A	-2,079 Closed	0 $0
Q2 2017 Aug 22, 2017	BUY	N/A	2,079	2,079 $225,000

Others Institutions Holding IWP

# of Institutions

1,086

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

About ISHARES RUSSELL MID-CAP GROWTH

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