Core Wealth Partners LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Core Wealth Partners LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$50.56 - $50.89 $961,398 - $967,673	-19,015 Reduced 69.82%	8,221 $418 Million
Q2 2023 Aug 11, 2023	BUY	$50.19 - $50.83 $59,977 - $60,741	1,195 Added 4.59%	27,236 $1.38 Billion
Q1 2023 May 11, 2023	BUY	$49.51 - $50.8 $209,724 - $215,188	4,236 Added 19.43%	26,041 $1.31 Billion
Q4 2022 Feb 13, 2023	BUY	$50.07 - $50.42 $1.09 Million - $1.1 Million	21,805 New	21,805 $1.09 Billion

634

97.6M

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