Altium Wealth Management LLC ISHARES TR Transaction History

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 31, 2022
SELL
N/A
-10,151 Closed
0 $0
Q2 2021

Aug 13, 2021
SELL
N/A
-8,939 Reduced 46.83%
10,151 $260,000
Q1 2021

May 06, 2021
SELL
N/A
-7,739 Reduced 28.85%
19,090 $491,000
Q4 2020

Feb 04, 2021
SELL
N/A
-11,612 Reduced 30.21%
26,829 $692,000
Q3 2020

Oct 26, 2020
SELL
N/A
-295 Reduced 0.76%
38,441 $996,000
Q2 2020

Jul 31, 2020
BUY
N/A
156 Added 0.4%
38,736 $1.01 Million
Q1 2020

Apr 23, 2020
SELL
N/A
-1,278 Reduced 3.21%
38,580 $984,000
Q4 2019

Jan 17, 2020
SELL
N/A
-4,417 Reduced 9.98%
39,858 $1.03 Million
Q3 2019

Nov 12, 2019
BUY
N/A
10,556 Added 31.31%
44,275 $1.14 Million
Q2 2019

Jul 18, 2019
BUY
N/A
2,492 Added 7.98%
33,719 $869,000
Q1 2019

Apr 26, 2019
BUY
N/A
13,474 Added 75.9%
31,227 $801,000
Q4 2018

Jan 18, 2019
SELL
N/A
-5,225 Reduced 22.74%
17,753 $452,000
Q3 2018

Nov 13, 2018
BUY
N/A
5,026 Added 28.0%
22,978 $581,000
Q2 2018

Aug 14, 2018
SELL
N/A
-2,253 Reduced 11.15%
17,952 $457,000
Q1 2018

Jun 06, 2018
SELL
N/A
-3,204 Reduced 13.69%
20,205 $514,000
Q4 2017

Jun 01, 2018
BUY
N/A
23,409
23,409 $595,000
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