Heritage Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$104.91 - $110.18 $143,831 - $151,056	1,371 Added 57.58%	3,752 $399,000
Q3 2022 Nov 14, 2022	SELL	$104.9 - $118.23 $24,966 - $28,138	-238 Reduced 9.09%	2,381 $250,000
Q2 2022 Aug 15, 2022	SELL	$113.44 - $123.09 $38,342 - $41,604	-338 Reduced 11.43%	2,619 $298,000
Q1 2022 Aug 15, 2022	BUY	$122.95 - $129.16 $295,571 - $310,500	2,404 Added 434.72%	2,957 $368,000
Q3 2021 Nov 10, 2021	BUY	$127.3 - $130.61 $27,878 - $28,603	219 Added 65.57%	553 $71,000
Q2 2021 Aug 11, 2021	SELL	$125.2 - $128.01 $1,752 - $1,792	-14 Reduced 4.02%	334 $43,000
Q1 2021 Jul 16, 2021	BUY	$124.29 - $128.12 $43,252 - $44,585	348 New	348 $44,000

1,133

113M

312K

185K

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