Cassady Schiller Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Cassady Schiller Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$95.11 - $97.92 $108,805 - $112,020	-1,144 Reduced 72.18%	441 $42,000
Q3 2023 Nov 09, 2023	BUY	$93.85 - $98.43 $21,022 - $22,048	224 Added 16.46%	1,585 $149,000
Q2 2023 Aug 10, 2023	BUY	$97.49 - $100.53 $21,155 - $21,815	217 Added 18.97%	1,361 $133,000
Q4 2022 Feb 13, 2023	SELL	$93.63 - $99.69 $221,247 - $235,567	-2,363 Reduced 67.38%	1,144 $110,000
Q3 2022 Nov 09, 2022	SELL	$95.54 - $104.23 $111,495 - $121,636	-1,167 Reduced 24.97%	3,507 $338,000
Q1 2022 May 12, 2022	BUY	$106.1 - $113.3 $282,013 - $301,151	2,658 Added 131.85%	4,674 $501,000
Q4 2021 Feb 09, 2022	BUY	$113.45 - $115.33 $228,715 - $232,505	2,016 New	2,016 $230,000

1,968

1.07B

115K

548K

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