Jessup Wealth Management, Inc Ishares Core U.S. Aggregate Bo Transaction History

Jessup Wealth Management, Inc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$96.75 - $99.37 $774 - $794	8 Added 0.32%	2,499 $245 Million
Q4 2023 Jan 12, 2024	SELL	$91.67 - $99.66 $34,926 - $37,970	-381 Reduced 13.27%	2,491 $247 Million
Q3 2023 Oct 24, 2023	SELL	$93.85 - $98.43 $247,857 - $259,953	-2,641 Reduced 47.9%	2,872 $270 Million
Q2 2023 Jul 21, 2023	SELL	$97.49 - $100.53 $285,060 - $293,949	-2,924 Reduced 34.66%	5,513 $540 Million
Q1 2023 Apr 26, 2023	SELL	$96.32 - $100.79 $208,725 - $218,411	-2,167 Reduced 20.44%	8,437 $841 Million
Q4 2022 Jan 30, 2023	BUY	$93.63 - $99.69 $992,852 - $1.06 Million	10,604 New	10,604 $1.03 Billion

1,968

1.07B

115K

548K

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