Colton Groome Financial Advisors, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Colton Groome Financial Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	SELL	$48.57 - $50.82 $1,214 - $1,270	-25 Reduced 0.38%	6,475 $315,000
Q2 2023 Jul 27, 2023	SELL	$50.09 - $51.62 $38,819 - $40,005	-775 Reduced 10.65%	6,500 $328,000
Q1 2023 Apr 17, 2023	SELL	$49.38 - $52.0 $27,159 - $28,600	-550 Reduced 7.03%	7,275 $373,000
Q4 2022 Jan 25, 2023	SELL	$47.0 - $50.83 $755,619 - $817,193	-16,077 Reduced 67.26%	7,825 $0
Q3 2022 Oct 20, 2022	BUY	$47.86 - $52.82 $63,318 - $69,880	1,323 Added 5.86%	23,902 $1.15 Million
Q2 2022 Jul 26, 2022	BUY	$49.95 - $54.8 $24,375 - $26,742	488 Added 2.21%	22,579 $1.15 Million
Q1 2022 Apr 18, 2022	BUY	$54.28 - $58.95 $675,514 - $733,632	12,445 Added 129.02%	22,091 $1.21 Million
Q4 2021 Jan 19, 2022	BUY	$58.91 - $60.23 $102,915 - $105,221	1,747 Added 22.12%	9,646 $572,000
Q3 2021 Oct 18, 2021	BUY	$60.06 - $61.16 $136,576 - $139,077	2,274 Added 40.43%	7,899 $474,000
Q2 2021 Jul 21, 2021	BUY	$59.11 - $60.52 $41,377 - $42,364	700 Added 14.21%	5,625 $340,000
Q1 2021 Apr 21, 2021	BUY	$58.97 - $61.74 $290,427 - $304,069	4,925 New	4,925 $292,000
Q1 2020 Apr 13, 2020	SELL	$50.43 - $60.2 $2.55 Million - $3.04 Million	-50,524 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$57.47 - $58.27 $67,872 - $68,816	1,181 Added 2.39%	50,524 $2.93 Million
Q3 2019 Nov 12, 2019	BUY	$56.54 - $58.42 $2.79 Million - $2.88 Million	49,343 New	49,343 $2.84 Million

640

216M

36.9K

400

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