Clarus Wealth Advisors Ishares Trust Ishares Pfd And Transaction History

Clarus Wealth Advisors

$178 Million
Q1 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 13, 2022	SELL	$38.29 - $39.43 $354,795 - $365,358	-9,266 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$37.15 - $38.46 $23,144 - $23,960	-623 Reduced 6.3%	9,266 $355,000
Q3 2020 Oct 08, 2020	SELL	$34.54 - $36.7 $116,986 - $124,302	-3,387 Reduced 25.51%	9,889 $360,000
Q2 2020 Jul 09, 2020	SELL	$30.01 - $35.86 $89,099 - $106,468	-2,969 Reduced 18.28%	13,276 $459,000
Q1 2020 Apr 08, 2020	BUY	$25.12 - $38.29 $8,415 - $12,827	335 Added 2.11%	16,245 $488,000

Q4 2019 Jan 10, 2020	BUY	$36.77 - $37.68 $23,018 - $23,587	626 Added 4.1%	15,910 $602,000
Q3 2019 Oct 11, 2019	BUY	$36.77 - $37.53 $86,409 - $88,195	2,350 Added 18.17%	15,284 $574,000
Q2 2019 Jul 24, 2019	BUY	$36.27 - $37.09 $196,692 - $201,139	5,423 Added 72.2%	12,934 $477,000
Q1 2019 Apr 04, 2019	BUY	$34.55 - $36.63 $25,981 - $27,545	752 Added 11.13%	7,511 $275,000
Q4 2018 Feb 05, 2019	SELL	$33.41 - $36.68 $9,421 - $10,343	-282 Reduced 4.01%	6,759 $231,000
Q4 2018 Jan 08, 2019	BUY	$33.41 - $36.68 $9,421 - $10,343	282 Added 4.17%	7,041 $261,000
Q4 2018 Jan 07, 2019	SELL	$33.41 - $36.68 $9,421 - $10,343	-282 Reduced 4.01%	6,759 $231,000
Q3 2018 Oct 03, 2018	SELL	$37.02 - $38.0 $33,762 - $34,656	-912 Reduced 11.47%	7,041 $261,000
Q1 2018 May 11, 2018	BUY	$36.79 - $38.19 $8,351 - $8,669	227 Added 2.94%	7,953 $299,000
Q4 2017 Feb 05, 2018	BUY	$38.07 - $38.65 $294,128 - $298,609	7,726	7,726 $294,000

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