Hb Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Hb Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$31.12 - $32.54 $226,678 - $237,021	7,284 New	7,284 $234,000
Q1 2023 Apr 13, 2023	SELL	$29.86 - $33.81 $23,201 - $26,270	-777 Reduced 6.15%	11,860 $370,000
Q4 2022 Jan 20, 2023	BUY	$29.96 - $32.28 $130,355 - $140,450	4,351 Added 52.51%	12,637 $0
Q3 2022 Oct 19, 2022	SELL	$31.4 - $35.35 $637,357 - $717,534	-20,298 Reduced 71.01%	8,286 $262,000
Q2 2022 Jul 15, 2022	BUY	$32.02 - $36.26 $643,986 - $729,261	20,112 Added 237.39%	28,584 $940,000
Q1 2022 May 16, 2022	SELL	$34.86 - $39.14 $766 - $861	-22 Reduced 0.26%	8,472 $309,000
Q4 2021 Feb 15, 2022	BUY	$38.29 - $39.43 $325,235 - $334,918	8,494 New	8,494 $335,000

1,087

185M

375K

1.29M

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