Heron Bay Capital Management Ishares Tr Russell 2500 ETF Transaction History

Heron Bay Capital Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$58.78 - $65.61 $293,900 - $328,050	5,000 Added 65.95%	12,582 $825,000
Q4 2023 Jan 12, 2024	SELL	$50.46 - $62.34 $204,060 - $252,102	-4,044 Reduced 34.78%	7,582 $466,000
Q3 2023 Nov 01, 2023	SELL	$53.72 - $60.35 $122,803 - $137,960	-2,286 Reduced 16.43%	11,626 $633,000
Q2 2023 Jul 12, 2023	SELL	$52.41 - $57.47 $288,779 - $316,659	-5,510 Reduced 28.37%	13,912 $799,000
Q1 2023 May 11, 2023	BUY	$52.14 - $60.44 $1.01 Million - $1.17 Million	19,422 New	19,422 $1.06 Million

190

12.2M

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