Forum Private Client Group LLC Ishares Iboxx $ Investment Gra Transaction History

Forum Private Client Group LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 02, 2023	SELL	$106.02 - $110.43 $31,806 - $33,129	-300 Reduced 10.28%	2,619 $283,000
Q1 2023 May 15, 2023	SELL	$104.89 - $111.81 $104 - $111	-1 Reduced 0.03%	2,919 $319,000
Q4 2022 Feb 10, 2023	SELL	$99.2 - $110.03 $171,020 - $189,691	-1,724 Reduced 37.12%	2,920 $307,000
Q3 2022 Nov 10, 2022	SELL	$101.44 - $114.61 $29,417 - $33,236	-290 Reduced 5.88%	4,644 $476,000
Q2 2022 Aug 05, 2022	BUY	$107.41 - $121.51 $87,431 - $98,909	814 Added 19.76%	4,934 $543,000
Q1 2022 Aug 05, 2022	BUY	$118.44 - $131.22 $487,972 - $540,626	4,120 New	4,120 $498,000

1,185

247M

39.5M

38.7M

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