Baker Tilly Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Baker Tilly Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$73.39 - $80.18 $43,740 - $47,787	-596 Reduced 14.74%	3,447 $275,000
Q4 2023 Jan 10, 2024	BUY	$65.9 - $75.7 $329 - $378	5 Added 0.12%	4,043 $305,000
Q3 2023 Oct 10, 2023	SELL	$68.87 - $74.82 $7,506 - $8,155	-109 Reduced 2.63%	4,038 $279,000
Q2 2023 Jul 20, 2023	BUY	$70.97 - $74.19 $7,026 - $7,344	99 Added 2.45%	4,147 $302,000
Q1 2023 Apr 12, 2023	BUY	$66.27 - $72.39 $7,687 - $8,397	116 Added 2.95%	4,048 $290,000
Q4 2022 Jan 26, 2023	BUY	$55.83 - $67.96 $18,312 - $22,290	328 Added 9.1%	3,932 $0
Q3 2022 Oct 20, 2022	BUY	$55.75 - $67.2 $200,923 - $242,188	3,604 New	3,604 $202,000

635

93.2M

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