Baker Tilly Wealth Management, LLC Ishares Iboxx $ Investment Gra Transaction History

Baker Tilly Wealth Management, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$104.54 - $108.46 $25,403 - $26,355	-243 Reduced 10.63%	2,044 $218,000
Q1 2024 May 09, 2024	SELL	$106.98 - $110.63 $94,998 - $98,239	-888 Reduced 27.97%	2,287 $249,000
Q4 2023 Jan 10, 2024	BUY	$98.28 - $111.36 $70,663 - $80,067	719 Added 29.28%	3,175 $351,000
Q3 2023 Oct 10, 2023	SELL	$102.02 - $108.51 $96,102 - $102,216	-942 Reduced 27.72%	2,456 $250,000
Q2 2023 Jul 20, 2023	SELL	$106.02 - $110.43 $57,038 - $59,411	-538 Reduced 13.67%	3,398 $367,000
Q1 2023 Apr 12, 2023	SELL	$104.89 - $111.81 $4,824 - $5,143	-46 Reduced 1.16%	3,936 $431,000
Q4 2022 Jan 26, 2023	BUY	$99.2 - $110.03 $129,753 - $143,919	1,308 Added 48.92%	3,982 $0
Q3 2022 Oct 20, 2022	SELL	$101.44 - $114.61 $11,056 - $12,492	-109 Reduced 3.92%	2,674 $274,000
Q2 2022 Jul 28, 2022	SELL	$107.41 - $121.51 $21,159 - $23,937	-197 Reduced 6.61%	2,783 $306,000
Q1 2022 Apr 27, 2022	SELL	$118.44 - $131.22 $18,713 - $20,732	-158 Reduced 5.04%	2,980 $360,000
Q4 2021 Feb 08, 2022	SELL	$130.98 - $134.88 $56,845 - $58,537	-434 Reduced 12.15%	3,138 $416,000
Q3 2021 Nov 02, 2021	BUY	$133.03 - $136.33 $6,252 - $6,407	47 Added 1.33%	3,572 $475,000
Q2 2021 Jul 30, 2021	BUY	$129.85 - $134.36 $53,238 - $55,087	410 Added 13.16%	3,525 $474,000
Q1 2021 Apr 28, 2021	SELL	$128.44 - $137.43 $78,219 - $83,694	-609 Reduced 16.35%	3,115 $405,000
Q4 2020 Feb 03, 2021	BUY	$133.73 - $138.48 $498,010 - $515,699	3,724 New	3,724 $514,000

1,183

247M

39.5M

38.7M

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.