Destination Wealth Management Ishares S&P 500 Value ETF Transaction History

Destination Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	$147.64 - $174.21 $284,354 - $335,528	1,926 New	1,926 $334,000
Q1 2023 May 05, 2023	BUY	$144.21 - $159.47 $196,990 - $217,836	1,366 New	1,366 $207,000
Q2 2020 Aug 14, 2020	SELL	$91.94 - $119.67 $284,186 - $369,899	-3,091 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$82.97 - $131.79 $256,460 - $407,362	3,091 New	3,091 $298,000
Q3 2019 Nov 13, 2019	SELL	$112.0 - $120.88 $145,936 - $157,506	-1,303 Closed	0 $0
Q2 2019 Jul 19, 2019	BUY	$108.5 - $117.48 $141,375 - $153,076	1,303 New	1,303 $152,000

1,529

139M

91.7K

29.4K

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