Financial Synergies Wealth Advisors, Inc. Ishares Trust Ishares 1 5 Year Transaction History

Financial Synergies Wealth Advisors, Inc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$50.95 - $51.48 $52,835 - $53,384	-1,037 Reduced 57.45%	768 $39.4 Million
Q4 2023 Apr 04, 2024	BUY	$49.4 - $51.28 $51,178 - $53,126	1,036 Added 134.72%	1,805 $89.9 Million
Q2 2023 Apr 04, 2024	SELL	$50.02 - $50.76 $38,315 - $38,882	-766 Reduced 49.9%	769 $38.6 Million
Q1 2023 Apr 04, 2024	SELL	$49.56 - $50.75 $13,381 - $13,702	-270 Reduced 14.96%	1,535 $77.6 Million
Q4 2022 Apr 04, 2024	SELL	$48.91 - $50.19 $195 - $200	-4 Reduced 0.22%	1,805 $89.9 Million

Q3 2022 Apr 04, 2024	SELL	$49.5 - $51.27 $247 - $256	-5 Reduced 0.28%	1,809 $89.1 Million
Q2 2022 Apr 04, 2024	BUY	$49.84 - $51.62 $90,409 - $93,638	1,814 New	1,814 $91.7 Million
Q1 2022 Apr 05, 2024	SELL	$51.49 - $53.86 $13.3 Million - $13.9 Million	-258,200 Reduced 70.92%	105,865 $5.48 Billion
Q4 2021 Apr 05, 2024	SELL	$53.82 - $54.66 $7.53 Million - $7.65 Million	-139,894 Reduced 27.76%	364,065 $19.6 Billion
Q3 2021 Apr 05, 2024	BUY	$54.6 - $54.92 $1.51 Million - $1.52 Million	27,663 Added 5.81%	503,959 $27.5 Billion
Q2 2021 Apr 05, 2024	BUY	$54.57 - $54.92 $1.53 Million - $1.54 Million	28,056 Added 6.26%	476,296 $26.1 Billion
Q1 2021 Apr 05, 2024	BUY	$54.5 - $55.17 $1.03 Million - $1.05 Million	18,971 Added 4.42%	448,240 $24.5 Billion
Q4 2020 Apr 05, 2024	BUY	$54.79 - $55.17 $15.5 Million - $15.6 Million	282,466 Added 192.41%	429,269 $23.7 Billion
Q3 2020 Apr 05, 2024	BUY	$54.69 - $55.09 $7.93 Million - $7.99 Million	144,998 Added 8033.13%	146,803 $8.06 Billion

947

325M

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.