Global Financial Private Client, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Global Financial Private Client, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 May 15, 2024	SELL	$30.96 - $38.59 $6,439 - $8,026	-208 Closed	0 $0
Q2 2023 May 15, 2024	SELL	$32.46 - $35.52 $1,233 - $1,349	-38 Reduced 15.45%	208 $7.42 Million
Q3 2022 May 15, 2024	SELL	$30.47 - $36.87 $1,249 - $1,511	-41 Reduced 14.29%	246 $7.75 Million
Q1 2022 May 15, 2024	BUY	$35.57 - $40.83 $71 - $81	2 Added 0.7%	287 $11 Million
Q3 2021 May 15, 2024	BUY	$37.66 - $40.76 $1,016 - $1,100	27 Added 10.47%	285 $11.3 Million
Q2 2021 May 15, 2024	BUY	$38.02 - $40.93 $6,045 - $6,507	159 Added 160.61%	258 $10.5 Million
Q1 2021 May 15, 2024	BUY	$33.7 - $40.38 $3,336 - $3,997	99 New	99 $3.87 Million

440

34.7M

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