Blue Zone Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Blue Zone Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 13, 2022	SELL	$140.99 - $168.41 $207,255 - $247,562	-1,470 Closed	0 $0
Q1 2022 Apr 08, 2022	BUY	$157.15 - $170.51 $231,010 - $250,649	1,470 New	1,470 $244,000
Q1 2021 May 04, 2021	SELL	$134.89 - $153.0 $516,358 - $585,684	-3,828 Closed	0 $0
Q3 2020 Oct 23, 2020	SELL	$111.27 - $124.26 $5,340 - $5,964	-48 Reduced 1.24%	3,828 $452,000
Q2 2020 Jul 20, 2020	BUY	$94.52 - $125.14 $4,536 - $6,006	48 Added 1.25%	3,876 $437,000
Q1 2020 Apr 29, 2020	BUY	$85.17 - $138.52 $326,030 - $530,254	3,828 New	3,828 $380,000

1,716

256M

606K

653K

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