Baker Tilly Wealth Management, LLC Ishares Inc Transaction History

Baker Tilly Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$47.6 - $51.96 $74,684 - $81,525	-1,569 Reduced 23.22%	5,187 $267,000
Q4 2023 Jan 10, 2024	SELL	$45.74 - $50.64 $229,431 - $254,010	-5,016 Reduced 42.61%	6,756 $341,000
Q3 2023 Oct 10, 2023	SELL	$47.36 - $52.23 $727,496 - $802,305	-15,361 Reduced 56.61%	11,772 $560,000
Q2 2023 Jul 20, 2023	BUY	$47.35 - $50.88 $41,810 - $44,927	883 Added 3.36%	27,133 $1.34 Million
Q1 2023 Apr 12, 2023	BUY	$46.2 - $52.12 $1.21 Million - $1.37 Million	26,250 New	26,250 $1.28 Million
Q2 2022 Jul 28, 2022	SELL	$48.46 - $57.45 $296,478 - $351,479	-6,118 Reduced 56.73%	4,666 $229,000
Q1 2022 Apr 27, 2022	BUY	$51.27 - $62.07 $182,675 - $221,155	3,563 Added 49.34%	10,784 $599,000
Q4 2021 Feb 08, 2022	BUY	$57.97 - $64.38 $210,547 - $233,828	3,632 Added 101.2%	7,221 $432,000
Q3 2021 Nov 02, 2021	BUY	$60.55 - $66.68 $217,313 - $239,314	3,589 New	3,589 $222,000
Q2 2021 Jul 30, 2021	SELL	$63.17 - $68.14 $1.58 Million - $1.7 Million	-24,996 Closed	0 $0
Q1 2021 Apr 28, 2021	SELL	$62.41 - $69.46 $799,472 - $889,782	-12,810 Reduced 33.88%	24,996 $1.61 Million
Q4 2020 Feb 03, 2021	BUY	$52.65 - $62.1 $1.99 Million - $2.35 Million	37,806 New	37,806 $2.35 Million

1,870

1.24B

137K

19.1K

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