Heritage Wealth Management, LLC Ishares Barclays Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$92.93 - $99.14 $249,331 - $265,992	2,683 Added 100.0%	5,366 $513,000
Q3 2022 Nov 14, 2022	SELL	$94.56 - $105.6 $9,550 - $10,665	-101 Reduced 3.63%	2,683 $258,000
Q2 2022 Aug 15, 2022	SELL	$98.15 - $106.65 $37,984 - $41,273	-387 Reduced 12.2%	2,784 $284,000
Q1 2022 Aug 15, 2022	SELL	$106.08 - $113.93 $31,399 - $33,723	-296 Reduced 8.54%	3,171 $341,000
Q3 2021 Nov 10, 2021	SELL	$114.96 - $118.18 $21,727 - $22,336	-189 Reduced 5.17%	3,467 $399,000
Q2 2021 Aug 11, 2021	BUY	$113.04 - $115.78 $413,274 - $423,291	3,656 New	3,656 $422,000

1,054

280M

13.2M

13.9M

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