Baker Tilly Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Baker Tilly Wealth Management, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$55.23 - $58.55 $700,040 - $742,121	-12,675 Reduced 63.26%	7,360 $424,000
Q1 2024 May 09, 2024	SELL	$53.33 - $58.06 $173,535 - $188,927	-3,254 Reduced 13.97%	20,035 $1.16 Million
Q4 2023 Jan 10, 2024	SELL	$47.36 - $54.1 $162,681 - $185,833	-3,435 Reduced 12.85%	23,289 $1.25 Million
Q3 2023 Oct 10, 2023	SELL	$49.53 - $53.28 $36,553 - $39,320	-738 Reduced 2.69%	26,724 $1.32 Million
Q2 2023 Jul 20, 2023	SELL	$49.08 - $51.53 $9,816 - $10,306	-200 Reduced 0.72%	27,462 $1.42 Million
Q1 2023 Apr 12, 2023	BUY	$47.94 - $51.79 $12,799 - $13,827	267 Added 0.97%	27,662 $1.38 Million
Q4 2022 Jan 26, 2023	SELL	$44.53 - $52.33 $13,359 - $15,699	-300 Reduced 1.08%	27,395 $0
Q3 2022 Oct 20, 2022	BUY	$44.47 - $52.73 $34,553 - $40,971	777 Added 2.89%	27,695 $1.23 Million
Q2 2022 Jul 28, 2022	SELL	$45.84 - $53.69 $70,639 - $82,736	-1,541 Reduced 5.41%	26,918 $1.28 Million
Q1 2022 Apr 27, 2022	BUY	$50.66 - $56.06 $161,149 - $178,326	3,181 Added 12.58%	28,459 $1.52 Million
Q4 2021 Feb 08, 2022	SELL	$50.43 - $55.68 $119,771 - $132,240	-2,375 Reduced 8.59%	25,278 $1.41 Million
Q3 2021 Nov 02, 2021	BUY	$50.23 - $53.1 $50,179 - $53,046	999 Added 3.75%	27,653 $1.39 Million
Q2 2021 Jul 30, 2021	BUY	$48.57 - $51.16 $69,212 - $72,903	1,425 Added 5.65%	26,654 $1.34 Million
Q1 2021 Apr 28, 2021	BUY	$44.11 - $48.56 $106,525 - $117,272	2,415 Added 10.59%	25,229 $1.22 Million
Q4 2020 Feb 03, 2021	BUY	$38.76 - $44.82 $884,270 - $1.02 Million	22,814 New	22,814 $1.02 Million

1,116

269M

1.53M

12.1K

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