Delap Wealth Advisory, LLC Ishares Core S&P Mid Cap ETF Transaction History

Delap Wealth Advisory, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$56.98 - $284.98 $205,526 - $1.03 Million	3,607 Added 479.65%	4,359 $265 Million
Q4 2023 Feb 14, 2024	BUY	$232.04 - $279.85 $174,494 - $210,447	752 New	752 $208 Million
Q1 2023 May 15, 2023	SELL	$237.25 - $271.72 $56,702 - $64,941	-239 Reduced 20.5%	927 $232 Million
Q4 2022 Feb 13, 2023	BUY	$44.74 - $257.0 $52,166 - $299,662	1,166 New	1,166 $282 Million

2,465

1.05B

888K

55.6K

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