Financial Synergies Wealth Advisors, Inc. Ishares Esg Aware U.S. Aggrega Transaction History

Financial Synergies Wealth Advisors, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$46.54 - $47.74 $3,723 - $3,819	80 Added 74.07%	188 $8.83 Million
Q4 2023 Apr 04, 2024	SELL	$44.12 - $47.93 $1,985 - $2,156	-45 Reduced 29.41%	108 $5.04 Million
Q3 2023 Apr 04, 2024	BUY	$45.2 - $47.43 $542 - $569	12 Added 8.51%	153 $6.91 Million
Q2 2023 Apr 04, 2024	BUY	$46.98 - $48.45 $798 - $823	17 Added 13.71%	141 $6.67 Million
Q1 2023 Apr 04, 2024	BUY	$46.38 - $48.56 $742 - $776	16 Added 14.81%	124 $5.98 Million
Q4 2022 Apr 04, 2024	BUY	$45.12 - $48.04 $586 - $624	13 Added 13.68%	108 $5.04 Million
Q3 2022 Apr 04, 2024	BUY	$46.02 - $50.19 $552 - $602	12 Added 14.46%	95 $4.41 Million
Q2 2022 Apr 04, 2024	BUY	$47.71 - $51.47 $3,959 - $4,272	83 New	83 $4.09 Million

401

62.4M

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