Comprehensive Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Comprehensive Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$96.33 - $98.68 $223,292 - $228,740	-2,318 Reduced 2.25%	100,794 $9.94 Million
Q3 2023 Jan 12, 2024	SELL	$96.73 - $97.56 $105,145 - $106,047	-1,087 Reduced 1.04%	103,112 $9.99 Million
Q2 2023 Jan 12, 2024	SELL	$97.43 - $99.5 $152,770 - $156,016	-1,568 Reduced 1.48%	104,199 $10.2 Million
Q1 2023 Jan 12, 2024	BUY	$96.86 - $99.23 $439,841 - $450,603	4,541 Added 4.49%	105,767 $10.5 Million
Q4 2022 Jan 12, 2024	BUY	$96.57 - $98.11 $4.02 Million - $4.08 Million	41,612 Added 69.8%	101,226 $9.81 Million
Q3 2022 Jan 12, 2024	BUY	$96.11 - $102.85 $5.73 Million - $6.13 Million	59,614 New	59,614 $5.78 Million

623

53.8M

33.5K

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