Advocacy Wealth Management Services, LLC Ishares Russell Midcap Value E Transaction History

Advocacy Wealth Management Services, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	SELL	$96.57 - $111.69 $3.44 Million - $3.98 Million	-35,634 Reduced 10.52%	303,100 $0
Q3 2022 Oct 06, 2022	BUY	$96.05 - $115.74 $2.09 Million - $2.52 Million	21,793 Added 6.88%	338,734 $34.4 Million
Q2 2022 Jul 06, 2022	BUY	$99.42 - $121.64 $2.58 Million - $3.15 Million	25,928 Added 8.91%	316,941 $32.2 Million
Q1 2022 Apr 04, 2022	BUY	$112.23 - $123.59 $10.2 Million - $11.2 Million	90,936 Added 45.45%	291,013 $35 Million
Q4 2021 Jan 05, 2022	BUY	$114.04 - $122.75 $1.33 Million - $1.44 Million	11,692 Added 6.21%	200,077 $24.5 Million
Q3 2021 Oct 05, 2021	BUY	$110.67 - $119.04 $1.12 Million - $1.21 Million	10,143 Added 5.69%	188,385 $21.3 Million
Q2 2021 Jul 02, 2021	BUY	$110.51 - $117.85 $1.42 Million - $1.51 Million	12,830 Added 7.76%	178,242 $20.5 Million
Q1 2021 Apr 05, 2021	BUY	$95.27 - $111.97 $15.8 Million - $18.5 Million	165,412 New	165,412 $18.3 Million
Q1 2018 Apr 12, 2018	SELL	$83.92 - $92.83 $144,929 - $160,317	-1,727 Closed	0 $0
Q4 2017 Jan 12, 2018	SELL	$85.33 - $89.5 $11,519 - $12,082	-135 Reduced 7.25%	1,727 $154,000
Q3 2017 Oct 13, 2017	BUY	$84.38 - $84.93 $157,115 - $158,139	1,862	1,862 $158,000

923

94.8M

43.6K

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