9258 Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$34.86 - $39.14 $186,466 - $209,359	-5,349 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$38.29 - $39.43 $574 - $591	15 Added 0.28%	5,349 $211,000
Q3 2021 Nov 12, 2021	BUY	$38.55 - $39.48 $205,625 - $210,586	5,334 New	5,334 $207,000
Q2 2021 Aug 13, 2021	SELL	$37.96 - $39.34 $201,339 - $208,659	-5,304 Closed	0 $0
Q1 2021 May 11, 2021	SELL	$37.15 - $38.46 $11,553 - $11,961	-311 Reduced 5.54%	5,304 $204,000

Q4 2020 Feb 10, 2021	BUY	$36.13 - $38.51 $202,869 - $216,233	5,615 New	5,615 $216,000
Q1 2020 May 05, 2020	SELL	$25.12 - $38.29 $142,957 - $217,908	-5,691 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$36.77 - $37.68 $209,258 - $214,436	5,691 New	5,691 $214,000
Q2 2019 Aug 07, 2019	SELL	$36.27 - $37.09 $225,127 - $230,217	-6,207 Closed	0 $0
Q1 2019 May 07, 2019	BUY	$34.55 - $36.63 $449 - $476	13 Added 0.21%	6,207 $227,000
Q4 2018 Feb 12, 2019	BUY	$33.41 - $36.68 $206,941 - $227,195	6,194 New	6,194 $212,000

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