Financial Synergies Wealth Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$161.84 - $179.11 $35,281 - $39,045	218 Added 244.94%	307 $55 Million
Q4 2023 Apr 04, 2024	SELL	$143.69 - $165.7 $30,605 - $35,294	-213 Reduced 70.53%	89 $13.5 Million
Q2 2023 Apr 04, 2024	SELL	$148.55 - $157.83 $17,826 - $18,939	-120 Reduced 28.44%	302 $47.7 Million
Q1 2023 Apr 04, 2024	BUY	$145.2 - $161.56 $48,351 - $53,799	333 Added 374.16%	422 $64.3 Million
Q3 2022 Apr 04, 2024	BUY	$135.99 - $161.15 $12,103 - $14,342	89 New	89 $12 Million

1,715

256M

606K

653K

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