Financial Synergies Wealth Advisors, Inc. Ishares Short Term National Mu Transaction History

Financial Synergies Wealth Advisors, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$104.73 - $105.42 $3,770 - $3,795	36 Added 39.56%	127 $13.4 Million
Q4 2023 Apr 04, 2024	SELL	$102.62 - $105.46 $718 - $738	-7 Reduced 7.14%	91 $9.46 Million
Q3 2023 Apr 04, 2024	BUY	$102.82 - $104.26 $205 - $208	2 Added 2.08%	98 $10.1 Million
Q2 2023 Apr 04, 2024	BUY	$103.24 - $105.0 $1,342 - $1,365	13 Added 15.66%	96 $9.99 Million
Q1 2023 Apr 04, 2024	SELL	$103.3 - $105.14 $826 - $841	-8 Reduced 8.79%	83 $8.66 Million
Q4 2022 Apr 04, 2024	SELL	$102.5 - $104.49 $815,900 - $831,740	-7,960 Reduced 98.87%	91 $9.46 Million
Q3 2022 Apr 04, 2024	SELL	$102.59 - $105.4 $368,298 - $378,386	-3,590 Reduced 30.84%	8,051 $827 Million
Q2 2022 Apr 04, 2024	BUY	$103.31 - $104.87 $1.2 Million - $1.22 Million	11,641 New	11,641 $1.22 Billion

828

68.5M

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