R Pg Family Wealth Advisory, LLC Ishares Russell Mid Cap Growth Transaction History

R Pg Family Wealth Advisory, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$103.87 - $117.59 $9,659 - $10,935	93 Added 3.45%	2,792 $327,000
Q2 2024 Aug 09, 2024	SELL	$105.7 - $113.43 $1.42 Million - $1.53 Million	-13,474 Reduced 83.31%	2,699 $297,000
Q1 2024 May 13, 2024	BUY	$100.66 - $114.14 $98,042 - $111,172	974 Added 6.41%	16,173 $1.85 Million
Q4 2023 Jan 23, 2024	BUY	$85.66 - $105.12 $687,849 - $844,113	8,030 Added 112.01%	15,199 $1.59 Million
Q3 2023 Nov 13, 2023	SELL	$89.97 - $100.32 $19,613 - $21,869	-218 Reduced 2.95%	7,169 $654,000
Q2 2023 Aug 09, 2023	BUY	$87.72 - $96.63 $29,035 - $31,984	331 Added 4.69%	7,387 $713,000
Q1 2023 Apr 18, 2023	BUY	$82.89 - $94.68 $584,871 - $668,062	7,056 New	7,056 $642,000

1,086

102M

59.7K

5.2K

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