Financial Synergies Wealth Advisors, Inc. Ishares Esg Aware Msci Usa Sma Transaction History

Financial Synergies Wealth Advisors, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$36.33 - $40.27 $2,761 - $3,060	76 Added 42.7%	254 $10.2 Million
Q4 2023 Apr 04, 2024	SELL	$30.96 - $38.59 $1,517 - $1,890	-49 Reduced 21.59%	178 $5.85 Million
Q3 2023 Apr 04, 2024	BUY	$33.21 - $37.37 $431 - $485	13 Added 6.07%	227 $7.64 Million
Q2 2023 Apr 04, 2024	BUY	$32.46 - $35.52 $551 - $603	17 Added 8.63%	214 $7.6 Million
Q1 2023 Apr 04, 2024	BUY	$32.27 - $37.51 $613 - $712	19 Added 10.67%	197 $6.71 Million
Q4 2022 Apr 04, 2024	BUY	$31.03 - $35.26 $899 - $1,022	29 Added 19.46%	178 $5.85 Million
Q3 2022 Apr 04, 2024	BUY	$30.47 - $36.87 $213 - $258	7 Added 4.93%	149 $4.58 Million
Q2 2022 Apr 04, 2024	BUY	$30.34 - $38.42 $4,308 - $5,455	142 New	142 $4.46 Million

398

33.5M

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