Birchcreek Wealth Management, LLC Ishares Inc Transaction History

Birchcreek Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$47.6 - $51.96 $279,935 - $305,576	-5,881 Reduced 42.89%	7,831 $404,000
Q4 2023 Feb 05, 2024	SELL	$45.74 - $50.64 $790,249 - $874,907	-17,277 Reduced 55.75%	13,712 $693,000
Q3 2023 Oct 23, 2023	BUY	$47.36 - $52.23 $107,128 - $118,144	2,262 Added 7.87%	30,989 $1.47 Million
Q2 2023 Jul 20, 2023	BUY	$47.35 - $50.88 $9,801 - $10,532	207 Added 0.73%	28,727 $1.42 Million
Q1 2023 May 01, 2023	BUY	$46.2 - $52.12 $133,240 - $150,314	2,884 Added 11.25%	28,520 $1.39 Million
Q4 2022 Feb 06, 2023	SELL	$44.28 - $48.68 $18,730 - $20,591	-423 Reduced 1.62%	25,636 $1.2 Million
Q3 2022 Nov 14, 2022	BUY	$44.37 - $50.42 $10,382 - $11,798	234 Added 0.91%	26,059 $1.12 Million
Q2 2022 Aug 12, 2022	SELL	$48.46 - $57.45 $131,665 - $156,091	-2,717 Reduced 9.52%	25,825 $1.27 Million
Q1 2022 May 13, 2022	BUY	$51.27 - $62.07 $311,977 - $377,695	6,085 Added 27.1%	28,542 $1.59 Million
Q4 2021 Feb 09, 2022	SELL	$57.97 - $64.38 $10,434 - $11,588	-180 Reduced 0.8%	22,457 $1.34 Million
Q3 2021 Nov 16, 2021	BUY	$60.55 - $66.68 $8,113 - $8,935	134 Added 0.6%	22,637 $1.4 Million
Q2 2021 Aug 16, 2021	BUY	$63.17 - $68.14 $87,553 - $94,442	1,386 Added 6.56%	22,503 $1.51 Million
Q1 2021 May 17, 2021	BUY	$62.41 - $69.46 $64,656 - $71,960	1,036 Added 5.16%	21,117 $1.36 Million
Q4 2020 Jan 28, 2021	BUY	$52.65 - $62.1 $1.06 Million - $1.25 Million	20,081 New	20,081 $1.25 Million

1,831

1.23B

143K

17.4K

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