Baker Tilly Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Baker Tilly Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$72.87 - $85.14 $76,659 - $89,567	-1,052 Reduced 15.4%	5,781 $488,000
Q4 2023 Jan 10, 2024	BUY	$65.78 - $75.4 $47,230 - $54,137	718 Added 11.74%	6,833 $513,000
Q3 2023 Oct 10, 2023	SELL	$68.05 - $72.66 $949,025 - $1.01 Million	-13,946 Reduced 69.52%	6,115 $418,000
Q2 2023 Jul 20, 2023	SELL	$63.21 - $70.48 $32,363 - $36,085	-512 Reduced 2.49%	20,061 $1.41 Million
Q1 2023 Apr 12, 2023	BUY	$57.25 - $63.89 $848,101 - $946,466	14,814 Added 257.23%	20,573 $1.31 Million
Q4 2022 Jan 26, 2023	SELL	$56.73 - $63.56 $26,379 - $29,555	-465 Reduced 7.47%	5,759 $0
Q3 2022 Oct 20, 2022	BUY	$57.85 - $71.43 $34,999 - $43,215	605 Added 10.77%	6,224 $360,000
Q1 2022 Apr 27, 2022	BUY	$68.33 - $84.32 $3,416 - $4,216	50 Added 0.9%	5,619 $429,000
Q3 2021 Nov 02, 2021	BUY	$72.99 - $79.0 $101,967 - $110,363	1,397 Added 33.49%	5,569 $412,000
Q2 2021 Jul 30, 2021	BUY	$65.96 - $72.81 $5,012 - $5,533	76 Added 1.86%	4,172 $303,000
Q1 2021 Apr 28, 2021	BUY	$61.43 - $67.25 $8,600 - $9,415	140 Added 3.54%	4,096 $267,000
Q4 2020 Feb 03, 2021	BUY	$56.17 - $63.82 $222,208 - $252,471	3,956 New	3,956 $252,000

1,828

417M

355K

454K

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