Iams Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History

Iams Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$144.62 - $165.44 $44,976 - $51,451	-311 Reduced 7.29%	3,956 $632 Million
Q4 2023 Feb 07, 2024	BUY	$127.66 - $147.99 $294,639 - $341,560	2,308 Added 117.82%	4,267 $628 Million
Q3 2023 Nov 14, 2023	BUY	$130.77 - $139.97 $256,178 - $274,201	1,959 New	1,959 $258 Million
Q1 2023 Oct 30, 2023	BUY	$113.23 - $126.2 $638,051 - $711,137	5,635 Added 291.82%	7,566 $925 Million
Q4 2022 Oct 27, 2023	BUY	$103.82 - $121.24 $200,476 - $234,114	1,931 New	1,931 $220 Million

1,652

252M

17.9K

18.1K

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