Financial Synergies Wealth Advisors, Inc. Ishares Core U.S. Reit ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$51.33 - $54.81 $2,515 - $2,685	49 Added 2.84%	1,773 $95.4 Million
Q2 2023 Apr 04, 2024	SELL	$48.03 - $51.41 $528 - $565	-11 Reduced 0.63%	1,724 $88.6 Million
Q1 2023 Apr 04, 2024	BUY	$46.44 - $56.28 $510 - $619	11 Added 0.64%	1,735 $87.4 Million
Q4 2022 Apr 04, 2024	BUY	$45.62 - $52.68 $1,505 - $1,738	33 Added 1.95%	1,724 $85.2 Million
Q3 2022 Apr 04, 2024	BUY	$46.9 - $60.04 $375 - $480	8 Added 0.48%	1,691 $80.3 Million
Q2 2022 Apr 04, 2024	BUY	$51.03 - $67.01 $85,883 - $112,777	1,683 New	1,683 $89.9 Million
Q4 2020 Apr 05, 2024	SELL	$42.35 - $49.02 $1.47 Million - $1.7 Million	-34,598 Closed	0 $0
Q3 2020 Apr 05, 2024	SELL	$42.01 - $46.49 $346,078 - $382,984	-8,238 Reduced 19.23%	34,598 $1.51 Billion
Q2 2020 Apr 05, 2024	BUY	$35.36 - $48.66 $1.45 Million - $2 Million	41,112 Added 2384.69%	42,836 $1.86 Billion

376

30.8M

1.6K

400

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