Welch & Forbes LLC Ishares Russell Mid Cap Growth Transaction History

Welch & Forbes LLC

$7.73 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 02, 2024	SELL	$100.66 - $114.14 $17,615 - $19,974	-175 Reduced 8.54%	1,873 $213,000
Q4 2023 Feb 06, 2024	BUY	$85.66 - $105.12 $175,431 - $215,285	2,048 New	2,048 $213,000
Q1 2022 Apr 25, 2022	SELL	$89.52 - $114.03 $190,409 - $242,541	-2,127 Closed	0 $0
Q3 2021 Oct 13, 2021	SELL	$109.39 - $119.47 $27,347 - $29,867	-250 Reduced 10.52%	2,127 $238,000
Q1 2021 Apr 14, 2021	SELL	$96.94 - $112.05 $2,229 - $2,577	-23 Reduced 0.96%	2,377 $243,000
Q4 2020 Jan 20, 2021	BUY	$86.54 - $104.78 $103,848 - $125,736	1,200 Added 100.0%	2,400 $246,000
Q3 2020 Oct 23, 2020	SELL	$79.56 - $90.13 $17,741 - $20,098	-223 Reduced 15.67%	1,200 $207,000
Q2 2020 Jul 15, 2020	BUY	$57.59 - $81.27 $81,950 - $115,647	1,423 New	1,423 $225,000
Q1 2020 Apr 17, 2020	SELL	$52.32 - $81.58 $83,607 - $130,364	-1,598 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$68.8 - $76.63 $109,942 - $122,454	1,598 New	1,598 $244,000
Q2 2019 Jul 12, 2019	SELL	N/A	-1,502 Closed	0 $0
Q1 2019 Apr 29, 2019	BUY	N/A	1,502 New	1,502 $204,000

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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