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

Baker Tilly Wealth Management, LLC

$249 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	SELL	$71.48 - $84.61 $4,217 - $4,991	-59 Reduced 1.22%	4,782 $403,000
Q3 2023 Oct 10, 2023	SELL	$74.38 - $81.04 $39,867 - $43,437	-536 Reduced 9.97%	4,841 $361,000
Q2 2022 Jul 28, 2022	SELL	$64.88 - $77.18 $65,658 - $78,106	-1,012 Reduced 15.84%	5,377 $360,000
Q1 2022 Apr 27, 2022	SELL	$71.81 - $77.49 $400,556 - $432,239	-5,578 Reduced 46.61%	6,389 $485,000
Q4 2021 Feb 08, 2022	BUY	$71.13 - $76.45 $110,109 - $118,344	1,548 Added 14.86%	11,967 $914,000
Q3 2021 Nov 02, 2021	BUY	$69.93 - $74.13 $415,244 - $440,183	5,938 Added 132.52%	10,419 $738,000
Q2 2021 Jul 30, 2021	BUY	$69.41 - $73.87 $47,198 - $50,231	680 Added 17.89%	4,481 $322,000
Q1 2021 Apr 28, 2021	SELL	$61.28 - $69.6 $157,183 - $178,523	-2,565 Reduced 40.29%	3,801 $262,000
Q4 2020 Feb 03, 2021	BUY	$53.17 - $62.19 $338,480 - $395,901	6,366 New	6,366 $396,000

Others Institutions Holding IUSV

# of Institutions

730

Shares Held

163M

Call Options Held

2.8K

Put Options Held

2K

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