Capital Planning Advisors, LLC Ishares Tr Us Small Cap Value Transaction History

Capital Planning Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 10, 2022	SELL	$26.37 - $30.76 $8.51 Million - $9.93 Million	-322,728 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$30.02 - $32.86 $7.35 Million - $8.05 Million	-244,862 Reduced 43.14%	322,728 $9.91 Million
Q4 2021 Feb 14, 2022	SELL	$29.96 - $33.33 $437,326 - $486,518	-14,597 Reduced 2.51%	567,590 $18.2 Million
Q3 2021 Nov 09, 2021	BUY	$28.3 - $31.02 $682,284 - $747,861	24,109 Added 4.32%	582,187 $17.5 Million
Q2 2021 Aug 13, 2021	BUY	$30.03 - $32.94 $5.72 Million - $6.27 Million	190,422 Added 51.79%	558,078 $17.1 Million
Q1 2021 Apr 30, 2021	BUY	$24.33 - $32.46 $8.95 Million - $11.9 Million	367,656 New	367,656 $11.3 Million

1.02M

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