Baker Tilly Wealth Management, LLC Ishares National Muni Bond ETF Transaction History

Baker Tilly Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$102.54 - $107.39 $143,863 - $150,668	-1,403 Reduced 27.43%	3,711 $380,000
Q1 2023 Apr 12, 2023	BUY	$104.99 - $108.49 $272,974 - $282,074	2,600 Added 103.42%	5,114 $550,000
Q4 2022 Jan 26, 2023	BUY	$101.51 - $106.72 $24,869 - $26,146	245 Added 10.8%	2,514 $0
Q3 2022 Oct 20, 2022	SELL	$102.55 - $108.59 $103,575 - $109,675	-1,010 Reduced 30.8%	2,269 $233,000
Q2 2022 Jul 28, 2022	BUY	$104.73 - $109.51 $54,669 - $57,164	522 Added 18.93%	3,279 $349,000
Q1 2022 Apr 27, 2022	BUY	$109.33 - $116.18 $11,916 - $12,663	109 Added 4.12%	2,757 $302,000
Q4 2021 Feb 08, 2022	SELL	$115.39 - $116.62 $44,771 - $45,248	-388 Reduced 12.78%	2,648 $308,000
Q3 2021 Nov 02, 2021	BUY	$116.12 - $117.94 $23,224 - $23,588	200 Added 7.05%	3,036 $353,000
Q2 2021 Jul 30, 2021	SELL	$115.91 - $117.6 $477,317 - $484,276	-4,118 Reduced 59.22%	2,836 $332,000
Q1 2021 Apr 28, 2021	BUY	$115.3 - $117.87 $159,229 - $162,778	1,381 Added 24.78%	6,954 $807,000
Q4 2020 Feb 03, 2021	BUY	$115.08 - $117.2 $641,340 - $653,155	5,573 New	5,573 $653,000

1,507

304M

506K

427K

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