Baker Tilly Wealth Management, LLC Ishares Tr Transaction History

Baker Tilly Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$91.2 - $93.98 $76,699 - $79,037	-841 Reduced 15.68%	4,521 $417,000
Q4 2023 Jan 10, 2024	SELL	$85.82 - $94.55 $43,339 - $47,747	-505 Reduced 8.61%	5,362 $504,000
Q3 2023 Oct 10, 2023	SELL	$88.51 - $93.81 $479,104 - $507,793	-5,413 Reduced 47.99%	5,867 $520,000
Q2 2023 Jul 20, 2023	SELL	$92.54 - $95.74 $28,594 - $29,583	-309 Reduced 2.67%	11,280 $1.05 Million
Q1 2023 Apr 12, 2023	BUY	$91.7 - $96.45 $87,665 - $92,206	956 Added 8.99%	11,589 $1.1 Million
Q4 2022 Jan 26, 2023	BUY	$88.67 - $95.44 $599,675 - $645,460	6,763 Added 174.75%	10,633 $0
Q3 2022 Oct 20, 2022	BUY	$90.51 - $100.53 $123,817 - $137,525	1,368 Added 54.68%	3,870 $354,000
Q2 2022 Jul 28, 2022	SELL	$94.4 - $101.46 $83,732 - $89,995	-887 Reduced 26.17%	2,502 $244,000
Q1 2022 Apr 27, 2022	SELL	$100.79 - $107.06 $133,546 - $141,854	-1,325 Reduced 28.11%	3,389 $345,000
Q4 2021 Feb 08, 2022	SELL	$107.03 - $108.32 $568,650 - $575,504	-5,313 Reduced 52.99%	4,714 $506,000
Q3 2021 Nov 02, 2021	BUY	$107.99 - $108.77 $476,775 - $480,219	4,415 Added 78.67%	10,027 $1.08 Million
Q2 2021 Jul 30, 2021	SELL	$107.91 - $108.86 $124,851 - $125,951	-1,157 Reduced 17.09%	5,612 $607,000
Q1 2021 Apr 28, 2021	BUY	$108.32 - $110.29 $193,784 - $197,308	1,789 Added 35.92%	6,769 $734,000
Q4 2020 Feb 03, 2021	BUY	$109.9 - $110.3 $547,302 - $549,294	4,980 New	4,980 $548,000

944

327M

152K

48.5K

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