Whitaker Myers Wealth Managers, Ltd. Ishares S&P Small Cap 600 Grow Transaction History

Whitaker Myers Wealth Managers, Ltd.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$121.57 - $132.2 $507,190 - $551,538	-4,172 Reduced 67.52%	2,007 $258 Million
Q1 2024 Apr 12, 2024	SELL	$119.97 - $130.73 $799,000 - $870,661	-6,660 Reduced 51.87%	6,179 $808 Million
Q4 2023 Jan 12, 2024	BUY	$103.08 - $127.26 $101,739 - $125,605	987 Added 8.33%	12,839 $1.61 Billion
Q3 2023 Oct 05, 2023	BUY	$108.37 - $120.85 $122,674 - $136,802	1,132 Added 10.56%	11,852 $1.3 Billion
Q2 2023 Jul 13, 2023	BUY	$104.35 - $114.93 $113,011 - $124,469	1,083 Added 11.24%	10,720 $1.23 Billion
Q1 2023 Apr 21, 2023	BUY	$105.46 - $120.16 $248,991 - $283,697	2,361 Added 32.45%	9,637 $1.06 Billion
Q4 2022 Apr 21, 2023	BUY	$102.93 - $117.14 $748,918 - $852,310	7,276 New	7,276 $786 Million

759

30.7M

9.6K

5.7K

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