Steel Peak Wealth Management LLC Ishares Russell Mid Cap Growth Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 17, 2024	BUY	$100.66 - $114.14 $402 - $456	4 Added 0.21%	1,950 $222,000
Q4 2023 Jan 23, 2024	BUY	$85.66 - $105.12 $166,694 - $204,563	1,946 New	1,946 $203,000
Q1 2022 May 10, 2022	SELL	$89.52 - $114.03 $175,101 - $223,042	-1,956 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$109.8 - $123.28 $1,098 - $1,232	10 Added 0.51%	1,956 $225,000
Q2 2021 Aug 13, 2021	BUY	$99.98 - $113.73 $194,561 - $221,318	1,946 New	1,946 $220,000
Q1 2021 May 18, 2021	SELL	$96.94 - $112.05 $188,645 - $218,049	-1,946 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$86.54 - $104.78 $62,135 - $75,232	718 Added 58.47%	1,946 $200,000
Q3 2020 Oct 26, 2020	BUY	$79.56 - $90.13 $97,699 - $110,679	1,228 New	1,228 $212,000
Q1 2020 Apr 16, 2020	SELL	$52.32 - $81.58 $85,176 - $132,812	-1,628 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$68.8 - $76.63 $112,006 - $124,753	1,628 New	1,628 $248,000

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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