Iht Wealth Management, LLC Ishares Tr Core Conservative A Transaction History

Iht Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$33.89 - $37.78 $239,466 - $266,953	-7,066 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$39.36 - $40.4 $95,605 - $98,131	-2,429 Reduced 25.58%	7,066 $283,000
Q3 2021 Nov 15, 2021	SELL	$39.5 - $40.38 $31,995 - $32,707	-810 Reduced 7.86%	9,495 $375,000
Q2 2021 Aug 16, 2021	BUY	$38.82 - $39.8 $69,914 - $71,679	1,801 Added 21.18%	10,305 $410,000
Q1 2021 May 18, 2021	BUY	$38.23 - $39.22 $102,112 - $104,756	2,671 Added 45.79%	8,504 $329,000
Q4 2020 Feb 17, 2021	BUY	$36.77 - $38.75 $1,103 - $1,162	30 Added 0.52%	5,833 $226,000
Q2 2020 Aug 14, 2020	BUY	$33.39 - $36.73 $193,762 - $213,144	5,803 New	5,803 $211,000

166

4.76M

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