Baker Tilly Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Baker Tilly Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$72.38 - $76.06 $440,142 - $462,520	-6,081 Reduced 68.64%	2,778 $201,000
Q2 2023 Jul 20, 2023	BUY	$71.44 - $74.33 $3,429 - $3,567	48 Added 0.54%	8,859 $658,000
Q1 2023 Apr 12, 2023	BUY	$69.12 - $73.78 $107,688 - $114,949	1,558 Added 21.48%	8,811 $640,000
Q4 2022 Jan 26, 2023	BUY	$65.75 - $75.5 $38,266 - $43,941	582 Added 8.72%	7,253 $0
Q3 2022 Oct 20, 2022	BUY	$66.1 - $76.63 $95,250 - $110,423	1,441 Added 27.55%	6,671 $441,000
Q2 2022 Jul 28, 2022	SELL	$66.73 - $79.1 $3,937 - $4,666	-59 Reduced 1.12%	5,230 $367,000
Q1 2022 Apr 27, 2022	SELL	$71.88 - $80.4 $41,906 - $46,873	-583 Reduced 9.93%	5,289 $410,000
Q4 2021 Feb 08, 2022	BUY	$73.28 - $81.04 $430,300 - $475,866	5,872 New	5,872 $475,000
Q2 2021 Jul 30, 2021	SELL	$69.72 - $73.7 $359,197 - $379,702	-5,152 Closed	0 $0
Q1 2021 Apr 28, 2021	BUY	$65.18 - $69.88 $40,085 - $42,976	615 Added 13.56%	5,152 $356,000
Q4 2020 Feb 03, 2021	BUY	$61.66 - $67.88 $279,751 - $307,971	4,537 New	4,537 $308,000

1,282

200M

10.6K

27K

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