Baker Tilly Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Baker Tilly Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$117.5 - $136.59 $95,645 - $111,184	-814 Reduced 21.91%	2,902 $391,000
Q4 2023 Jan 10, 2024	SELL	$101.31 - $123.31 $49,844 - $60,668	-492 Reduced 11.69%	3,716 $456,000
Q3 2023 Oct 10, 2023	SELL	$103.39 - $113.67 $508,678 - $559,256	-4,920 Reduced 53.9%	4,208 $441,000
Q2 2023 Jul 20, 2023	BUY	$88.68 - $109.37 $31,658 - $39,045	357 Added 4.07%	9,128 $993,000
Q1 2023 Apr 12, 2023	BUY	$72.54 - $92.81 $86,757 - $111,000	1,196 Added 15.79%	8,771 $814,000
Q4 2022 Jan 26, 2023	BUY	$71.52 - $81.72 $541,764 - $619,029	7,575 New	7,575 $0
Q2 2022 Jul 28, 2022	SELL	$77.53 - $105.04 $141,802 - $192,118	-1,829 Reduced 40.73%	2,662 $213,000
Q1 2022 Apr 27, 2022	SELL	$90.78 - $115.41 $168,578 - $214,316	-1,857 Reduced 29.25%	4,491 $463,000
Q4 2021 Feb 08, 2022	SELL	$100.11 - $117.09 $215,536 - $252,094	-2,153 Reduced 25.33%	6,348 $729,000
Q3 2021 Nov 02, 2021	BUY	$98.99 - $108.87 $841,513 - $925,503	8,501 New	8,501 $861,000

1,103

82.4M

104K

83.3K

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