Baker Tilly Wealth Management, LLC Ishares Tr Transaction History

Baker Tilly Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	BUY	$107.44 - $118.16 $14,504 - $15,951	135 Added 5.8%	2,463 $265,000
Q4 2022 Jan 26, 2023	BUY	$107.39 - $125.5 $18,578 - $21,711	173 Added 8.03%	2,328 $0
Q3 2022 Oct 20, 2022	SELL	$107.22 - $127.71 $13,402 - $15,963	-125 Reduced 5.48%	2,155 $231,000
Q2 2022 Jul 28, 2022	BUY	$113.21 - $132.14 $28,302 - $33,035	250 Added 12.32%	2,280 $268,000
Q1 2022 Apr 27, 2022	SELL	$119.99 - $129.75 $209,862 - $226,932	-1,749 Reduced 46.28%	2,030 $260,000
Q4 2021 Feb 08, 2022	BUY	$114.37 - $122.59 $1,372 - $1,471	12 Added 0.32%	3,779 $463,000
Q3 2021 Nov 02, 2021	SELL	$112.53 - $119.9 $32,521 - $34,651	-289 Reduced 7.13%	3,767 $432,000
Q2 2021 Jul 30, 2021	BUY	$114.14 - $123.06 $1,597 - $1,722	14 Added 0.35%	4,056 $473,000
Q1 2021 Apr 28, 2021	BUY	$94.76 - $115.39 $1,326 - $1,615	14 Added 0.35%	4,042 $461,000
Q4 2020 Feb 03, 2021	BUY	$81.33 - $97.54 $327,597 - $392,891	4,028 New	4,028 $387,000

1,360

70.5M

1.1M

383K

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