Copeland Capital Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

Copeland Capital Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$56.98 - $284.98 $1,424 - $7,124	-25 Reduced 18.94%	107 $6,000
Q4 2023 Jan 19, 2024	BUY	$232.04 - $279.85 $6,033 - $7,276	26 Added 24.53%	132 $36,000
Q3 2023 Oct 23, 2023	BUY	$246.15 - $272.4 $19,692 - $21,792	80 Added 307.69%	106 $26,000
Q2 2023 Jul 14, 2023	BUY	$240.22 - $261.48 $5,765 - $6,275	24 Added 1200.0%	26 $6,000
Q1 2023 Apr 14, 2023	SELL	$237.25 - $271.72 $28,470 - $32,606	-120 Reduced 98.36%	2 $1,000
Q4 2022 Jan 13, 2023	BUY	$44.74 - $257.0 $5,458 - $31,354	122 New	122 $30,000

2,463

1.05B

888K

55.6K

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