Beverly Hills Private Wealth, LLC Ishares Trust Ishares Esg Awar Transaction History

Beverly Hills Private Wealth, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	SELL	$89.99 - $105.25 $40,315 - $47,152	-448 Reduced 9.4%	4,317 $453 Million
Q3 2023 Nov 08, 2023	SELL	$93.48 - $100.86 $526,759 - $568,346	-5,635 Reduced 54.18%	4,765 $447 Million
Q2 2023 Aug 09, 2023	BUY	$88.97 - $97.46 $366,467 - $401,437	4,119 Added 65.58%	10,400 $1.02 Billion
Q1 2023 May 03, 2023	SELL	$84.05 - $92.64 $276,608 - $304,878	-3,291 Reduced 34.38%	6,281 $568 Million
Q4 2022 Feb 13, 2023	BUY	$79.22 - $90.53 $758,293 - $866,553	9,572 New	9,572 $811 Million

807

94.6M

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