Baker Tilly Wealth Management, LLC Ishares Transaction History

Baker Tilly Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$14.59 - $19.04 $34,622 - $45,181	-2,373 Reduced 13.82%	14,802 $216,000
Q2 2023 Jul 20, 2023	SELL	$17.78 - $19.91 $29,159 - $32,652	-1,640 Reduced 8.72%	17,175 $316,000
Q1 2023 Apr 12, 2023	SELL	$18.32 - $21.36 $19,510 - $22,748	-1,065 Reduced 5.36%	18,815 $372,000
Q2 2022 Jul 28, 2022	SELL	$16.82 - $22.08 $15,138 - $19,872	-900 Reduced 4.33%	19,880 $379,000
Q1 2022 Apr 27, 2022	SELL	$17.57 - $21.52 $288,148 - $352,928	-16,400 Reduced 44.11%	20,780 $447,000
Q4 2021 Feb 08, 2022	BUY	$20.44 - $25.79 $31,232 - $39,407	1,528 Added 4.29%	37,180 $787,000
Q2 2021 Jul 30, 2021	BUY	$20.71 - $24.62 $20,440 - $24,299	987 Added 2.85%	35,652 $836,000
Q1 2021 Apr 28, 2021	BUY	$22.27 - $33.41 $491,276 - $737,024	22,060 Added 175.01%	34,665 $842,000
Q4 2020 Feb 03, 2021	BUY	$19.08 - $28.29 $240,503 - $356,595	12,605 New	12,605 $356,000

560

45.5M

4.51M

5.26M

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