Institute For Wealth Management, Llc. Ishares Core U.S. Reit ETF Transaction History

Institute For Wealth Management, Llc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 03, 2020	SELL	$42.01 - $46.49 $419,091 - $463,784	-9,976 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$35.36 - $48.66 $41,936 - $57,710	1,186 Added 13.49%	9,976 $434,000
Q1 2020 Apr 29, 2020	BUY	$32.36 - $58.18 $20,904 - $37,584	646 Added 7.93%	8,790 $344,000
Q4 2019 Feb 27, 2020	BUY	$52.69 - $56.7 $405,660 - $436,533	7,699 Added 1730.11%	8,144 $445,000
Q4 2019 Jan 27, 2020	SELL	$52.69 - $56.7 $373,519 - $401,946	-7,089 Reduced 94.09%	445 $445,000
Q3 2019 Oct 28, 2019	BUY	$54.43 - $55.6 $34,780 - $35,528	639 Added 9.27%	7,534 $419,000
Q2 2019 Aug 02, 2019	BUY	N/A	952 Added 16.02%	6,895 $359,000
Q1 2019 May 15, 2019	BUY	N/A	5,943 New	5,943 $307,000

346

31.4M

1.6K

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