Baker Tilly Wealth Management, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Baker Tilly Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 20, 2023	BUY	$50.19 - $50.83 $177,522 - $179,785	3,537 Added 54.23%	10,059 $511,000
Q1 2023 Apr 12, 2023	BUY	$49.51 - $50.8 $19,011 - $19,507	384 Added 6.26%	6,522 $328,000
Q4 2022 Jan 26, 2023	BUY	$50.07 - $50.42 $89,575 - $90,201	1,789 Added 41.14%	6,138 $0
Q3 2022 Oct 20, 2022	BUY	N/A	4,349 New	4,349 $219,000
Q2 2022 Jul 28, 2022	SELL	N/A	-5,732 Closed	0 $0

Q1 2022 Apr 27, 2022	SELL	N/A	-944 Reduced 14.14%	5,732 $290,000
Q4 2021 Feb 08, 2022	BUY	N/A	1,833 Added 37.85%	6,676 $339,000
Q3 2021 Nov 02, 2021	BUY	N/A	822 Added 20.44%	4,843 $246,000
Q2 2021 Jul 30, 2021	SELL	N/A	-3,797 Reduced 48.57%	4,021 $204,000
Q1 2021 Apr 28, 2021	BUY	N/A	7,818 New	7,818 $397,000

634

97.6M

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