Novak & Powell Financial Services, Inc. Ishares S&P 500 Value ETF Transaction History

Novak & Powell Financial Services, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$185.78 - $198.58 $81,557 - $87,176	-439 Reduced 11.06%	3,530 $673 Million
Q4 2024 Feb 14, 2025	BUY	$189.5 - $206.17 $63,672 - $69,273	336 Added 9.25%	3,969 $758 Million
Q2 2024 Aug 15, 2024	BUY	$176.58 - $186.7 $641,515 - $678,281	3,633 New	3,633 $661 Million
Q4 2023 Feb 21, 2024	BUY	$147.64 - $174.21 $552,468 - $651,893	3,742 New	3,742 $654 Million

1,708

163M

128K

51.5K

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