Cetera Advisors LLC Ishares Morningstar Value ETF Transaction History

Cetera Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$69.61 - $76.86 $51,789 - $57,183	744 Added 11.82%	7,041 $541,000
Q4 2023 Feb 13, 2024	SELL	$61.65 - $70.82 $193,272 - $222,020	-3,135 Reduced 33.24%	6,297 $444,000
Q3 2023 Nov 14, 2023	SELL	$64.75 - $69.1 $56,721 - $60,531	-876 Reduced 8.5%	9,432 $610,000
Q1 2023 May 15, 2023	SELL	$61.05 - $67.22 $759,278 - $836,015	-12,437 Reduced 54.68%	10,308 $658,000
Q4 2022 Feb 14, 2023	BUY	$57.07 - $66.32 $1.3 Million - $1.51 Million	22,745 New	22,745 $1.44 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-1,264 Closed	0 $0
Q1 2019 May 06, 2019	BUY	N/A	1,264 New	1,264 $133,000

136

8.09M

117K

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