Capital Planning Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Capital Planning Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	SELL	$136.78 - $158.99 $63,465 - $73,771	-464 Reduced 9.77%	4,284 $649,000
Q3 2022 Nov 14, 2022	SELL	$135.99 - $161.15 $486,572 - $576,594	-3,578 Reduced 42.97%	4,748 $646,000
Q4 2021 Feb 14, 2022	BUY	$157.12 - $168.08 $1.31 Million - $1.4 Million	8,326 New	8,326 $1.4 Million
Q4 2019 Feb 03, 2020	SELL	$123.85 - $136.67 $10,651 - $11,753	-86 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$127.92 - $130.25 $11,001 - $11,201	86 New	86 $11,000

1,716

257M

606K

653K

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