Rooted Wealth Advisors, Inc. Ishares Tr Tips Bd ETF Transaction History

Rooted Wealth Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 21, 2023	BUY	$103.4 - $107.7 $37,224 - $38,772	360 Added 12.6%	3,218 $336,000
Q2 2023 Aug 03, 2023	SELL	$107.1 - $111.15 $3,748 - $3,890	-35 Reduced 1.21%	2,858 $304,000
Q1 2023 Apr 26, 2023	BUY	$106.24 - $110.25 $27,941 - $28,995	263 Added 10.0%	2,893 $318,000
Q4 2022 Feb 13, 2023	BUY	$104.91 - $110.18 $275,913 - $289,773	2,630 New	2,630 $280,000

1,093

109M

312K

185K

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