Institute For Wealth Management, Llc. Ishares Tr Msci Eafe Small Cap Transaction History

Institute For Wealth Management, Llc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 29, 2020	SELL	$38.34 - $62.84 $7,437 - $12,190	-194 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$55.92 - $62.67 $10,848 - $12,157	194 New	194 $12,000
Q4 2018 Feb 08, 2019	SELL	$49.58 - $62.49 $678,948 - $855,738	-13,694 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	$60.38 - $63.97 $46,130 - $48,873	-764 Reduced 5.28%	13,694 $864,000
Q2 2018 Aug 10, 2018	SELL	$62.31 - $66.88 $50,844 - $54,574	-816 Reduced 5.34%	14,458 $904,000
Q1 2018 May 15, 2018	SELL	$62.72 - $69.19 $1.1 Million - $1.21 Million	-17,533 Reduced 53.44%	15,274 $1 Million
Q4 2017 Feb 12, 2018	BUY	$61.68 - $64.5 $894,545 - $935,443	14,503 Added 79.23%	32,807 $2.12 Million
Q3 2017 Nov 14, 2017	SELL	$61.06 - $62.0 $103,496 - $105,090	-1,695 Reduced 8.48%	18,304 $1.14 Million
Q2 2017 Aug 14, 2017	BUY	N/A	19,999	19,999 $1.16 Million

747

95.7M

13.7K

6.6K

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