Baker Tilly Wealth Management, LLC Ishares Core S&P U.S Growth Et Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	SELL	$94.27 - $100.74 $49,774 - $53,190	-528 Reduced 13.29%	3,445 $326,000
Q4 2022 Jan 26, 2023	SELL	$78.88 - $88.47 $2,129 - $2,388	-27 Reduced 0.68%	3,973 $0
Q2 2022 Jul 28, 2022	SELL	$80.61 - $107.49 $53,686 - $71,588	-666 Reduced 14.27%	4,000 $335,000
Q1 2022 Apr 27, 2022	SELL	$94.61 - $116.48 $353,179 - $434,819	-3,733 Reduced 44.45%	4,666 $493,000
Q4 2021 Feb 08, 2022	BUY	$101.4 - $117.16 $100,994 - $116,691	996 Added 13.45%	8,399 $971,000
Q3 2021 Nov 02, 2021	BUY	$101.41 - $109.45 $378,563 - $408,576	3,733 Added 101.72%	7,403 $758,000
Q2 2021 Jul 30, 2021	BUY	$91.91 - $101.16 $15,165 - $16,691	165 Added 4.71%	3,670 $371,000
Q1 2021 Apr 28, 2021	BUY	$85.7 - $93.77 $5,142 - $5,626	60 Added 1.74%	3,505 $318,000
Q4 2020 Feb 03, 2021	BUY	$77.7 - $88.69 $267,676 - $305,537	3,445 New	3,445 $306,000

Others Institutions Holding IUSG

# of Institutions

739

Shares Held

115M

Call Options Held

6.3K

Put Options Held

3.3K

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