Cedar Brook Financial Partners, LLC Ishares Trust Ishares Msci Glo Transaction History

Cedar Brook Financial Partners, LLC

$698 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	SELL	$70.72 - $81.11 $15,629 - $17,925	-221 Reduced 4.76%	4,426 $358,000
Q3 2023 Oct 17, 2023	SELL	$73.96 - $82.95 $147 - $165	-2 Reduced 0.04%	4,647 $346,000
Q2 2023 Jul 05, 2023	BUY	$76.79 - $81.48 $3,378 - $3,585	44 Added 0.96%	4,649 $367,000
Q1 2023 Apr 04, 2023	BUY	$75.46 - $83.68 $20,751 - $23,012	275 Added 6.35%	4,605 $364,000
Q4 2022 Feb 01, 2023	SELL	$69.82 - $81.82 $39,099 - $45,819	-560 Reduced 11.45%	4,330 $341,000
Q3 2022 Jan 03, 2023	BUY	$70.77 - $83.78 $2,618 - $3,099	37 Added 0.76%	4,890 $0
Q2 2022 Aug 12, 2022	BUY	$77.15 - $86.93 $9,412 - $10,605	122 Added 2.58%	4,853 $388,000
Q1 2022 Apr 06, 2022	SELL	$82.15 - $90.96 $24,891 - $27,560	-303 Reduced 6.02%	4,731 $404,000
Q4 2021 Jan 27, 2022	BUY	$87.78 - $97.25 $614 - $680	7 Added 0.14%	5,034 $457,000
Q3 2021 Nov 01, 2021	SELL	$95.5 - $100.65 $25,785 - $27,175	-270 Reduced 5.1%	5,027 $483,000
Q2 2021 Aug 16, 2021	BUY	$94.42 - $99.78 $81,106 - $85,711	859 Added 19.36%	5,297 $526,000
Q1 2021 May 11, 2021	BUY	$92.2 - $100.06 $409,183 - $444,066	4,438 New	4,438 $421,000

Others Institutions Holding SDG

# of Institutions

128

Shares Held

1.35M

Call Options Held

0

Put Options Held

0

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