Pds Planning, Inc Ishares Russell Mid Cap Growth Transaction History

Pds Planning, Inc

$1.1 Billion
Q3 2024

A detailed history of Pds Planning, Inc transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Pds Planning, Inc holds 2,506 shares of IWP stock, worth $303,977. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,506

Previous 2,503 0.12%

Holding current value

$303,977

Previous $276,000 6.16%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$103.87 - $117.59 $311 - $352	3 Added 0.12%	2,506 $293,000
Q2 2024 Aug 07, 2024	BUY	$105.7 - $113.43 $211 - $226	2 Added 0.08%	2,503 $276,000
Q1 2024 May 01, 2024	BUY	$100.66 - $114.14 $301 - $342	3 Added 0.12%	2,501 $285,000
Q4 2023 Feb 01, 2024	BUY	$85.66 - $105.12 $213,978 - $262,589	2,498 New	2,498 $260,000
Q2 2023 Jul 20, 2023	BUY	$87.72 - $96.63 $184,475 - $203,212	2,103 New	2,103 $203,000
Q2 2022 Jul 15, 2022	SELL	$75.41 - $102.47 $157,229 - $213,649	-2,085 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$89.52 - $114.03 $268 - $342	3 Added 0.14%	2,085 $210,000
Q4 2021 Jan 25, 2022	BUY	$109.8 - $123.28 $439 - $493	4 Added 0.19%	2,082 $240,000
Q2 2021 Jul 26, 2021	BUY	$99.98 - $113.73 $199 - $227	2 Added 0.1%	2,078 $235,000
Q4 2020 Jan 21, 2021	BUY	$86.54 - $104.78 $179,657 - $217,523	2,076 New	2,076 $213,000

Others Institutions Holding IWP

# of Institutions

1,072

Shares Held

103M

Call Options Held

63.3K

Put Options Held

1.4K

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About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
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