Altium Wealth Management LLC ISHARES TR Transaction History

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Oct 26, 2020
SELL
N/A
-39,155 Closed
0 $0
Q2 2020

Jul 31, 2020
BUY
N/A
450 Added 1.16%
39,155 $998,000
Q1 2020

Apr 23, 2020
BUY
N/A
1,431 Added 3.84%
38,705 $982,000
Q4 2019

Jan 17, 2020
SELL
N/A
-5,260 Reduced 12.37%
37,274 $951,000
Q3 2019

Nov 12, 2019
BUY
N/A
10,534 Added 32.92%
42,534 $1.09 Million
Q2 2019

Jul 18, 2019
SELL
N/A
-1,000 Reduced 3.03%
32,000 $818,000
Q1 2019

Apr 26, 2019
BUY
N/A
11,497 Added 53.47%
33,000 $842,000
Q4 2018

Jan 18, 2019
SELL
N/A
-5,373 Reduced 19.99%
21,503 $546,000
Q3 2018

Nov 13, 2018
BUY
N/A
8,901 Added 49.52%
26,876 $679,000
Q2 2018

Aug 14, 2018
SELL
N/A
-2,064 Reduced 10.3%
17,975 $456,000
Q1 2018

Jun 06, 2018
SELL
N/A
-3,175 Reduced 13.68%
20,039 $508,000
Q4 2017

Jun 01, 2018
BUY
N/A
23,214
23,214 $589,000
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