Curi Wealth Management, LLC Ishares Trust Aaa A Rated Corp Transaction History

Curi Wealth Management, LLC

$0
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$46.1 - $48.56 $10.1 Million - $10.6 Million	-218,539 Reduced 95.32%	10,726 $513,000
Q4 2022 Feb 03, 2023	SELL	$44.49 - $47.89 $6.95 Million - $7.48 Million	-156,245 Reduced 40.53%	229,265 $10.6 Million
Q3 2022 Nov 08, 2022	BUY	N/A	94,288 Added 32.38%	385,510 $17.5 Million
Q2 2022 Aug 08, 2022	BUY	N/A	42,660 Added 17.16%	291,222 $14.1 Million
Q1 2022 May 06, 2022	BUY	N/A	19,522 Added 8.52%	248,562 $12.9 Million

Q4 2021 Feb 09, 2022	BUY	N/A	11,909 Added 5.48%	229,040 $12.8 Million
Q3 2021 Oct 19, 2021	BUY	N/A	23,488 Added 12.13%	217,131 $12.2 Million
Q2 2021 Jul 23, 2021	BUY	N/A	41,908 Added 27.62%	193,643 $11 Million
Q1 2021 Apr 29, 2021	BUY	N/A	23,382 Added 18.22%	151,735 $8.41 Million
Q4 2020 Mar 19, 2021	BUY	N/A	128,353 New	128,353 $7.51 Million

Others Institutions Holding QLTA

# of Institutions

130

Shares Held

10.9M

Call Options Held

0

Put Options Held

0

About ISHARES TRUST AAA-A RATED CORP

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