Global Retirement Partners, LLC Ishares Tr Ishares Morningstar Transaction History

Global Retirement Partners, LLC

$3.15 Billion
Q2 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	SELL	$18.96 - $19.68 $25,140 - $26,095	-1,326 Reduced 9.77%	12,252 $233,000
Q2 2023 Jul 20, 2023	BUY	$18.84 - $19.52 $131 - $136	7 Added 0.05%	13,578 $265,000
Q1 2023 May 05, 2023	BUY	$18.75 - $20.3 $262 - $284	14 Added 0.1%	13,571 $261,000
Q4 2022 Feb 13, 2023	BUY	$18.04 - $19.73 $396 - $434	22 Added 0.16%	13,557 $257,000
Q3 2022 Nov 03, 2022	BUY	$18.36 - $20.67 $53,647 - $60,397	2,922 Added 27.53%	13,535 $249,000
Q2 2022 Jul 15, 2022	BUY	$19.62 - $22.38 $2,982 - $3,401	152 Added 1.45%	10,613 $210,000
Q1 2022 Jul 14, 2022	BUY	$21.76 - $23.86 $217 - $238	10 Added 0.1%	10,461 $219,000
Q4 2021 Jan 21, 2022	BUY	$23.68 - $24.27 $331 - $339	14 Added 0.13%	10,451 $251,000
Q3 2021 Oct 22, 2021	SELL	$23.93 - $24.47 $741 - $758	-31 Reduced 0.3%	10,437 $250,000
Q2 2021 Jul 15, 2021	SELL	$23.48 - $24.3 $2,371 - $2,454	-101 Reduced 0.96%	10,468 $253,000
Q1 2021 Apr 14, 2021	SELL	$23.24 - $24.06 $86,499 - $89,551	-3,722 Reduced 26.04%	10,569 $248,000
Q4 2020 Jan 13, 2021	SELL	$22.03 - $24.07 $118,433 - $129,400	-5,376 Reduced 27.34%	14,291 $344,000
Q3 2020 Oct 09, 2020	SELL	$22.15 - $23.13 $9,435 - $9,853	-426 Reduced 2.12%	19,667 $443,000
Q2 2020 Jul 13, 2020	SELL	$18.99 - $23.14 $13,255 - $16,151	-698 Reduced 3.36%	20,093 $446,000
Q1 2020 Apr 28, 2020	SELL	$18.15 - $26.07 $8,566 - $12,305	-472 Reduced 2.22%	20,791 $416,000
Q4 2019 Jan 23, 2020	SELL	$24.57 - $25.69 $2,850 - $2,980	-116 Reduced 0.54%	21,263 $543,000
Q3 2019 Nov 19, 2019	SELL	$24.82 - $25.07 $4,417 - $4,462	-178 Reduced 0.83%	21,379 $534,000
Q2 2019 Nov 19, 2019	BUY	N/A	3,560 Added 19.78%	21,557 $542,000
Q1 2019 May 07, 2019	SELL	N/A	-1,000 Reduced 5.26%	17,997 $445,000
Q4 2018 Feb 22, 2019	BUY	N/A	18,997 New	18,997 $442,000

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1.27M

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