Iams Wealth Management, LLC Ishares Tr Transaction History

Iams Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$91.2 - $93.98 $224,352 - $231,190	2,460 Added 39.27%	8,725 $800 Million
Q4 2023 Feb 07, 2024	BUY	$85.82 - $94.55 $112,424 - $123,860	1,310 Added 26.44%	6,265 $589 Million
Q3 2023 Nov 14, 2023	BUY	$88.51 - $93.81 $438,567 - $464,828	4,955 New	4,955 $440 Million
Q1 2023 Oct 30, 2023	SELL	$91.7 - $96.45 $156,898 - $165,025	-1,711 Reduced 40.07%	2,559 $242 Million
Q4 2022 Oct 27, 2023	BUY	$88.67 - $95.44 $378,620 - $407,528	4,270 New	4,270 $396 Million

907

311M

242K

1.64M

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