Financial Synergies Wealth Advisors, Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Financial Synergies Wealth Advisors, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$46.84 - $47.46 $2.77 Million - $2.81 Million	-59,201 Reduced 90.69%	6,081 $288 Million
Q1 2024 Apr 12, 2024	SELL	$47.16 - $47.73 $7.71 Million - $7.8 Million	-163,411 Reduced 71.45%	65,282 $3.1 Billion
Q4 2023 Apr 04, 2024	SELL	$46.0 - $47.56 $621,782 - $642,868	-13,517 Reduced 5.58%	228,693 $10.6 Billion
Q3 2023 Apr 04, 2024	BUY	$46.26 - $46.9 $261,924 - $265,547	5,662 Added 2.39%	242,210 $11.2 Billion
Q2 2023 Apr 04, 2024	BUY	$46.63 - $47.38 $289,199 - $293,850	6,202 Added 2.69%	236,548 $11 Billion
Q1 2023 Apr 04, 2024	BUY	$46.16 - $47.28 $76,302 - $78,153	1,653 Added 0.72%	230,346 $10.9 Billion
Q4 2022 Apr 04, 2024	BUY	$45.61 - $46.84 $106,818 - $109,699	2,342 Added 1.03%	228,693 $10.6 Billion
Q3 2022 Apr 04, 2024	BUY	$45.93 - $47.9 $297,213 - $309,960	6,471 Added 2.94%	226,351 $10.4 Billion
Q2 2022 Apr 04, 2024	BUY	$46.78 - $48.31 $10.3 Million - $10.6 Million	219,880 New	219,880 $10.4 Billion
Q1 2022 Apr 05, 2024	BUY	$48.28 - $50.36 $5.35 Million - $5.58 Million	110,883 Added 153.64%	183,054 $8.87 Billion
Q4 2021 Apr 05, 2024	SELL	$50.4 - $51.06 $7.89 Million - $7.99 Million	-156,522 Reduced 68.44%	72,171 $3.64 Billion

388

57.6M

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