Financial Synergies Wealth Advisors, Inc. Ishares Tr Fallen Angels Usd B Transaction History

Financial Synergies Wealth Advisors, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$26.17 - $26.88 $79,949 - $82,118	-3,055 Reduced 51.64%	2,861 $76.9 Million
Q4 2023 Apr 04, 2024	SELL	$24.16 - $26.52 $6,088 - $6,683	-252 Reduced 4.09%	5,916 $146 Million
Q3 2023 Apr 04, 2024	BUY	$24.78 - $25.54 $2,205 - $2,273	89 Added 1.46%	6,168 $153 Million
Q2 2023 Apr 04, 2024	BUY	$24.64 - $25.37 $1,478 - $1,522	60 Added 1.0%	6,079 $154 Million
Q1 2023 Apr 04, 2024	BUY	$24.53 - $25.76 $2,526 - $2,653	103 Added 1.74%	6,019 $152 Million
Q4 2022 Apr 04, 2024	SELL	$23.7 - $25.22 $1,801 - $1,916	-76 Reduced 1.27%	5,916 $146 Million
Q3 2022 Apr 04, 2024	BUY	$23.9 - $26.1 $2,270 - $2,479	95 Added 1.61%	5,992 $143 Million
Q2 2022 Apr 04, 2024	BUY	$24.32 - $27.85 $143,415 - $164,231	5,897 New	5,897 $145 Million

290

46.5M

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