Financial Synergies Wealth Advisors, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Financial Synergies Wealth Advisors, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$98.48 - $109.17 $5,317 - $5,895	54 Added 30.0%	234 $25.6 Million
Q4 2023 Apr 04, 2024	SELL	$85.36 - $100.86 $2,902 - $3,429	-34 Reduced 15.89%	180 $14.8 Million
Q3 2023 Apr 04, 2024	BUY	$89.49 - $97.11 $894 - $971	10 Added 4.9%	214 $19.3 Million
Q2 2023 Apr 04, 2024	BUY	$85.65 - $93.64 $770 - $842	9 Added 4.62%	204 $19.1 Million
Q1 2023 Apr 04, 2024	BUY	$81.64 - $90.01 $1,224 - $1,350	15 Added 8.33%	195 $17.1 Million
Q4 2022 Apr 04, 2024	BUY	$75.77 - $88.09 $2,121 - $2,466	28 Added 18.42%	180 $14.8 Million
Q3 2022 Apr 04, 2024	BUY	$75.91 - $92.66 $759 - $926	10 Added 7.04%	152 $11.6 Million
Q2 2022 Apr 04, 2024	BUY	$78.1 - $97.98 $11,090 - $13,913	142 New	142 $11.4 Million

503

18.9M

100

100

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