Financial Advocates Investment Management Ishares Tr Ishares Morningstar Transaction History

Financial Advocates Investment Management

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$19.35 - $20.16 $200,524 - $208,918	-10,363 Reduced 68.68%	4,725 $93,000
Q1 2024 May 01, 2024	BUY	$19.46 - $19.93 $18,915 - $19,371	972 Added 6.89%	15,088 $300,000
Q4 2023 Feb 08, 2024	BUY	$18.43 - $20.12 $260,157 - $284,013	14,116 New	14,116 $284,000
Q2 2023 Aug 07, 2023	SELL	$18.84 - $19.52 $1,186 - $1,229	-63 Reduced 0.12%	51,636 $1.01 Million
Q1 2023 May 11, 2023	BUY	$18.75 - $20.3 $969,356 - $1.05 Million	51,699 New	51,699 $995,000
Q1 2021 May 10, 2021	SELL	$23.24 - $24.06 $884,398 - $915,603	-38,055 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$22.03 - $24.07 $838,351 - $915,983	38,055 New	38,055 $1.38 Million
Q3 2020 Nov 04, 2020	SELL	$22.15 - $23.13 $504,665 - $526,993	-22,784 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$18.99 - $23.14 $322,469 - $392,940	16,981 Added 292.62%	22,784 $1.06 Million
Q4 2018 Feb 14, 2019	BUY	N/A	66 Added 1.15%	5,803 $0
Q3 2018 Nov 14, 2018	BUY	N/A	5,737 New	5,737 $0

1.22M

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