Evolution Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Evolution Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$554.06 - $615.85 $121,339 - $134,871	-219 Reduced 25.86%	628 $352,000
Q3 2024 Nov 06, 2024	BUY	$520.18 - $576.82 $440,592 - $488,566	847 New	847 $488,000
Q4 2020 Feb 02, 2021	SELL	$327.62 - $375.39 $62,247 - $71,324	-190 Closed	0 $0
Q3 2020 Oct 15, 2020	SELL	$311.81 - $359.24 $7,795 - $8,981	-25 Reduced 11.63%	190 $64,000
Q2 2020 Jul 27, 2020	BUY	$246.8 - $324.4 $53,062 - $69,746	215 New	215 $67,000
Q1 2019 May 09, 2019	SELL	$245.43 - $286.57 $143,085 - $167,070	-583 Closed	0 $0
Q4 2018 Jan 29, 2019	BUY	$236.09 - $293.95 $137,640 - $171,372	583 New	583 $147,000

3,988

797M

5.37M

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