Polaris Wealth Advisory Group, LLC Ishares Russell Mid Cap Growth Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	SELL	$82.89 - $94.68 $231,511 - $264,441	-2,793 Reduced 3.69%	72,911 $6.64 Million
Q4 2022 Jan 19, 2023	SELL	$77.4 - $89.88 $132,431 - $153,784	-1,711 Reduced 2.21%	75,704 $0
Q3 2022 Oct 12, 2022	BUY	$78.02 - $94.38 $81,452 - $98,532	1,044 Added 1.37%	77,415 $6.16 Million
Q2 2022 Jul 12, 2022	SELL	$75.41 - $102.47 $113,492 - $154,217	-1,505 Reduced 1.93%	76,371 $6.05 Million
Q1 2022 Apr 19, 2022	SELL	$89.52 - $114.03 $97,308 - $123,950	-1,087 Reduced 1.38%	77,876 $7.68 Million
Q4 2021 Jan 26, 2022	SELL	$109.8 - $123.28 $73,566 - $82,597	-670 Reduced 0.84%	78,963 $9.1 Million
Q3 2021 Oct 18, 2021	SELL	$109.39 - $119.47 $187,713 - $205,010	-1,716 Reduced 2.11%	79,633 $9.06 Million
Q2 2021 Jul 23, 2021	SELL	$99.98 - $113.73 $326,434 - $371,328	-3,265 Reduced 3.86%	81,349 $9.21 Million
Q1 2021 Apr 19, 2021	SELL	$96.94 - $112.05 $797,234 - $921,499	-8,224 Reduced 8.86%	84,614 $9 Million
Q4 2020 Jan 25, 2021	SELL	$86.54 - $104.78 $2.87 Million - $3.48 Million	-33,168 Reduced 26.32%	92,838 $9.26 Million
Q3 2020 Oct 15, 2020	SELL	$79.56 - $90.13 $3.58 Million - $4.05 Million	-44,987 Reduced 26.31%	126,006 $22.3 Million
Q2 2020 Jul 13, 2020	BUY	$57.59 - $81.27 $3.11 Million - $4.39 Million	53,987 Added 46.14%	170,993 $27.3 Million
Q1 2020 Apr 09, 2020	SELL	$52.32 - $81.58 $5.56 Million - $8.67 Million	-106,258 Reduced 47.59%	117,006 $14.2 Million
Q4 2019 Jan 29, 2020	BUY	$68.8 - $76.63 $1.04 Million - $1.16 Million	15,090 Added 7.25%	223,264 $35.5 Million
Q3 2019 Oct 09, 2019	SELL	$70.16 - $72.24 $497,995 - $512,759	-7,098 Reduced 3.3%	208,174 $28.6 Million
Q2 2019 Jul 25, 2019	SELL	N/A	-62,831 Reduced 22.59%	215,272 $31 Million
Q1 2019 Apr 09, 2019	BUY	N/A	68,647 Added 32.77%	278,103 $38.2 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-4,201 Reduced 1.97%	209,456 $23.8 Million
Q3 2018 Oct 19, 2018	SELL	N/A	-132,166 Reduced 38.22%	213,657 $29 Million
Q2 2018 Jul 09, 2018	SELL	N/A	-847 Reduced 0.24%	345,823 $42.5 Million
Q1 2018 Apr 09, 2018	SELL	N/A	-10,213 Reduced 2.86%	346,670 $42.6 Million
Q4 2017 Feb 13, 2018	BUY	N/A	20,920 Added 6.23%	356,883 $43.1 Million
Q3 2017 Nov 01, 2017	BUY	N/A	65,147 Added 24.06%	335,963 $38 Million
Q2 2017 Aug 09, 2017	BUY	N/A	270,816	270,816 $29.3 Million

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# of Institutions

1,086

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

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