9258 Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

9258 Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$125.51 - $158.2 $162,535 - $204,868	1,295 New	1,295 $201,000
Q4 2021 Feb 11, 2022	BUY	$157.31 - $176.88 $3,775 - $4,245	24 Added 1.58%	1,540 $256,000
Q3 2021 Nov 12, 2021	SELL	$152.99 - $167.43 $52,169 - $57,093	-341 Reduced 18.36%	1,516 $243,000
Q2 2021 Aug 13, 2021	BUY	$156.91 - $173.97 $1,412 - $1,565	9 Added 0.49%	1,857 $308,000
Q4 2020 Feb 10, 2021	BUY	$100.9 - $132.3 $186,463 - $244,490	1,848 New	1,848 $243,000

998

59.4M

280K

140K

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