Financial Synergies Wealth Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$102.35 - $110.52 $2,149 - $2,320	-21 Reduced 5.54%	358 $39.6 Million
Q4 2023 Apr 04, 2024	SELL	$87.61 - $110.11 $262 - $330	-3 Reduced 0.79%	379 $35.9 Million
Q3 2023 Apr 04, 2024	BUY	$92.9 - $105.16 $92 - $105	1 Added 0.26%	382 $36 Million
Q2 2023 Apr 04, 2024	BUY	$91.14 - $99.81 $182 - $199	2 Added 0.53%	381 $38 Million
Q4 2022 Apr 04, 2024	BUY	$89.09 - $102.13 $22,272 - $25,532	250 Added 193.8%	379 $35.9 Million
Q2 2022 Apr 04, 2024	BUY	$89.03 - $109.02 $11,484 - $14,063	129 New	129 $11.9 Million

2,479

489M

727K

97.4K

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