Baker Tilly Wealth Management, LLC Ishares Tr Transaction History

Baker Tilly Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	BUY	$79.71 - $89.68 $202,224 - $227,518	2,537 New	2,537 $225,000
Q2 2023 Jul 20, 2023	BUY	$83.9 - $86.54 $73,748 - $76,068	879 Added 18.01%	5,760 $498,000
Q1 2023 Apr 12, 2023	BUY	$83.99 - $89.55 $18,813 - $20,059	224 Added 4.81%	4,881 $421,000
Q4 2022 Jan 26, 2023	BUY	$77.09 - $87.8 $97,287 - $110,803	1,262 Added 37.17%	4,657 $0
Q3 2022 Oct 20, 2022	BUY	$78.71 - $90.17 $5,509 - $6,311	70 Added 2.11%	3,395 $270,000
Q2 2022 Jul 28, 2022	SELL	$84.66 - $98.11 $27,853 - $32,278	-329 Reduced 9.0%	3,325 $284,000
Q1 2022 Apr 27, 2022	BUY	$93.87 - $107.98 $116,398 - $133,895	1,240 Added 51.37%	3,654 $357,000
Q4 2021 Feb 08, 2022	SELL	$106.57 - $110.92 $89,945 - $93,616	-844 Reduced 25.91%	2,414 $263,000
Q3 2021 Nov 02, 2021	BUY	$109.98 - $113.55 $55,979 - $57,796	509 Added 18.52%	3,258 $359,000
Q2 2021 Jul 30, 2021	BUY	$109.25 - $112.9 $53,969 - $55,772	494 Added 21.91%	2,749 $309,000
Q1 2021 Apr 28, 2021	BUY	$106.72 - $115.35 $240,653 - $260,114	2,255 New	2,255 $246,000

927

146M

4.01M

10.6M

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