Gladstone Institutional Advisory LLC Ishares Expanded Tech Software Transaction History

Gladstone Institutional Advisory LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$287.57 - $349.4 $5.75 Million - $6.98 Million	19,979 New	19,979 $6.91 Million
Q2 2022 Aug 15, 2022	SELL	$257.24 - $353.96 $164,890 - $226,888	-641 Closed	0 $0
Q1 2022 Jan 27, 2023	BUY	$302.28 - $393.09 $193,761 - $251,970	641 New	641 $221,000
Q1 2022 May 04, 2022	BUY	$302.28 - $393.09 $193,761 - $251,970	641 New	641 $221,000
Q1 2020 May 14, 2020	SELL	$185.88 - $266.67 $207,813 - $298,137	-1,118 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$205.25 - $235.04 $42,897 - $49,123	-209 Reduced 15.75%	1,118 $261,000
Q3 2019 Nov 13, 2019	SELL	$209.16 - $230.04 $26,772 - $29,445	-128 Reduced 8.8%	1,327 $281,000
Q2 2019 Aug 14, 2019	BUY	$199.4 - $222.26 $290,127 - $323,388	1,455 New	1,455 $318,000

554

50.2M

1.14M

1.7M

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