Ae Wealth Management LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Ae Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	BUY	$23.19 - $23.94 $257,664 - $265,997	11,111 New	11,111 $264,000
Q1 2022 Apr 18, 2022	SELL	$24.54 - $25.63 $333,670 - $348,491	-13,597 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$25.61 - $25.99 $43,537 - $44,183	1,700 Added 14.29%	13,597 $349,000
Q3 2021 Nov 01, 2021	SELL	$25.95 - $26.1 $76,215 - $76,655	-2,937 Reduced 19.8%	11,897 $309,000
Q2 2021 Jul 21, 2021	BUY	$25.93 - $26.12 $384,645 - $387,464	14,834 New	14,834 $386,000

325

28.6M

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