Mosaic Family Wealth Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History

Mosaic Family Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 13, 2024	BUY	$56.98 - $284.98 $153,105 - $765,741	2,687 Added 356.84%	3,440 $209 Million
Q4 2023 Jan 29, 2024	SELL	$232.04 - $279.85 $43,623 - $52,611	-188 Reduced 19.98%	753 $209 Million
Q2 2023 Aug 08, 2023	SELL	$240.22 - $261.48 $3,603 - $3,922	-15 Reduced 1.57%	941 $246 Million
Q1 2023 Apr 10, 2023	SELL	$237.25 - $271.72 $117,201 - $134,229	-494 Reduced 34.07%	956 $239 Million
Q4 2022 Feb 14, 2023	BUY	$44.74 - $257.0 $64,873 - $372,650	1,450 New	1,450 $351 Million

2,465

1.05B

888K

55.6K

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