Dynamic Advisor Solutions LLC Ishares Esg Aware Msci Usa Sma Transaction History

Dynamic Advisor Solutions LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 27, 2022	SELL	$30.34 - $38.42 $3,216 - $4,072	-106 Reduced 1.45%	7,226 $228,000
Q1 2022 Apr 11, 2022	SELL	$35.57 - $40.83 $23,938 - $27,478	-673 Reduced 8.41%	7,332 $279,000
Q4 2021 Jan 26, 2022	SELL	$38.24 - $42.82 $123,247 - $138,008	-3,223 Reduced 28.71%	8,005 $323,000
Q3 2021 Oct 28, 2021	BUY	$37.66 - $40.76 $15,365 - $16,630	408 Added 3.77%	11,228 $438,000
Q2 2021 Aug 10, 2021	BUY	$38.02 - $40.93 $73,340 - $78,953	1,929 Added 21.7%	10,820 $437,000
Q1 2021 Apr 27, 2021	BUY	$33.7 - $40.38 $43,237 - $51,807	1,283 Added 16.86%	8,891 $343,000
Q4 2020 Feb 03, 2021	BUY	$26.87 - $34.54 $204,426 - $262,780	7,608 New	7,608 $260,000

401

33.7M

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