Cbiz Investment Advisory Services, LLC Ishares Trust Ishares Pfd And Transaction History

Cbiz Investment Advisory Services, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	SELL	$38.29 - $39.43 $338,177 - $348,245	-8,832 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$38.55 - $39.48 $8,519 - $8,725	221 Added 2.57%	8,832 $343,000
Q1 2021 May 17, 2021	BUY	$37.15 - $38.46 $317,818 - $329,025	8,555 Added 15276.79%	8,611 $331,000
Q4 2020 Feb 16, 2021	SELL	$36.13 - $38.51 $225,523 - $240,379	-6,242 Reduced 99.11%	56 $275,000
Q2 2020 Aug 14, 2020	SELL	$30.01 - $35.86 $60,020 - $71,720	-2,000 Reduced 24.1%	6,298 $218,000
Q1 2020 May 15, 2020	SELL	$25.12 - $38.29 $21,753 - $33,159	-866 Reduced 9.45%	8,298 $264,000
Q4 2019 Feb 12, 2020	BUY	$36.77 - $37.68 $336,960 - $345,299	9,164 New	9,164 $344,000

1,101

188M

167K

797K

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