Gries Financial LLC Ishares Core S&P Sm Cap ETF Transaction History

Gries Financial LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$102.35 - $110.52 $33,877 - $36,582	-331 Reduced 14.78%	1,908 $210,000
Q4 2023 Feb 13, 2024	BUY	$87.61 - $110.11 $196,158 - $246,536	2,239 New	2,239 $242,000
Q2 2022 Aug 16, 2022	SELL	$89.03 - $109.02 $200,228 - $245,185	-2,249 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$102.32 - $116.69 $48,499 - $55,311	474 Added 26.7%	2,249 $243,000
Q4 2021 Feb 02, 2022	BUY	$108.26 - $120.32 $192,161 - $213,568	1,775 New	1,775 $203,000

2,567

500M

1.04M

671K

Get notified when there are updates to the investment portfolio of Gries Financial LLC, based on Form 13F filings with the SEC.

Stay updated on Gries Financial LLC with notifications on news.