Aevitas Wealth Management, Inc. Ishares Msci Kld 400 Social Et Transaction History

Aevitas Wealth Management, Inc.

$169 Million
Q4 2022

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 19, 2021	SELL	$62.23 - $71.54 $229,877 - $264,268	-3,694 Closed	0 $0
Q3 2020 Oct 22, 2020	BUY	$59.39 - $68.32 $7,661 - $8,813	129 Added 3.62%	3,694 $473,000
Q2 2020 Jul 29, 2020	BUY	$46.66 - $61.22 $55,012 - $72,178	1,179 Added 49.41%	3,565 $421,000
Q1 2020 Apr 16, 2020	BUY	$42.17 - $63.99 $126 - $191	3 Added 0.13%	2,386 $232,000
Q4 2019 Jan 31, 2020	BUY	$53.71 - $60.35 $3,652 - $4,103	68 Added 2.94%	2,383 $286,000
Q3 2019 Oct 21, 2019	BUY	$55.16 - $56.18 $55 - $56	1 Added 0.04%	2,315 $257,000
Q2 2019 Jul 26, 2019	BUY	N/A	216 Added 10.3%	2,314 $253,000
Q1 2019 May 09, 2019	BUY	N/A	346 Added 19.75%	2,098 $221,000
Q4 2018 Feb 14, 2019	BUY	N/A	4 Added 0.23%	1,752 $163,000
Q3 2018 Nov 14, 2018	BUY	N/A	178 Added 11.34%	1,748 $187,000
Q1 2018 May 15, 2018	BUY	N/A	168 Added 11.98%	1,570 $153,000
Q4 2017 Feb 13, 2018	BUY	N/A	1,402	1,402 $138,000

Others Institutions Holding DSI

# of Institutions

574

Shares Held

26M

Call Options Held

3K

Put Options Held

800

About ISHARES MSCI KLD 400 SOCIAL ET

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