Gradient Investments LLC ISHARES TR Transaction History

Gradient Investments LLC

$3.55 Billion
Q1 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 12, 2022	SELL	N/A	-405 Closed	0 $0
Q3 2021 Oct 18, 2021	SELL	N/A	-591 Reduced 59.34%	405 $10,000
Q1 2021 Apr 21, 2021	SELL	N/A	-1,572 Reduced 61.21%	996 $25,000
Q3 2020 Oct 06, 2020	SELL	N/A	-1,676 Reduced 39.49%	2,568 $64,000
Q2 2020 Jul 10, 2020	SELL	N/A	-549,394 Reduced 99.23%	4,244 $107,000

Q1 2020 Apr 07, 2020	SELL	N/A	-456,692 Reduced 45.2%	553,638 $13.6 Million
Q4 2019 Jan 15, 2020	BUY	N/A	73,153 Added 7.81%	1,010,330 $25.2 Million
Q3 2019 Oct 10, 2019	BUY	N/A	23,609 Added 2.58%	937,177 $23.4 Million
Q2 2019 Jul 16, 2019	BUY	N/A	322,744 Added 54.63%	913,568 $22.8 Million
Q1 2019 Apr 11, 2019	BUY	N/A	274,566 Added 86.82%	590,824 $14.6 Million
Q4 2018 Jan 18, 2019	BUY	N/A	184,303 Added 139.67%	316,258 $7.7 Million
Q3 2018 Oct 11, 2018	BUY	N/A	73,231 Added 124.7%	131,955 $3.21 Million
Q2 2018 Aug 09, 2018	BUY	N/A	39,926 Added 212.39%	58,724 $1.43 Million
Q1 2018 Apr 11, 2018	BUY	N/A	5,237 Added 38.62%	18,798 $460,000
Q4 2017 Feb 07, 2018	BUY	N/A	13,561	13,561 $336,000

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