Kiley Juergens Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Kiley Juergens Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 02, 2023	SELL	$57.25 - $63.89 $69,845 - $77,945	-1,220 Reduced 10.86%	10,013 $639,000
Q4 2022 Feb 06, 2023	SELL	$56.73 - $63.56 $67,792 - $75,954	-1,195 Reduced 9.62%	11,233 $657,000
Q2 2022 Jul 29, 2022	SELL	$58.13 - $77.8 $18,194 - $24,351	-313 Reduced 2.46%	12,428 $750,000
Q4 2021 Jan 20, 2022	SELL	$73.18 - $84.81 $46,469 - $53,854	-635 Reduced 4.75%	12,741 $1.07 Million
Q1 2021 Apr 29, 2021	BUY	$61.43 - $67.25 $821,687 - $899,536	13,376 New	13,376 $870,000
Q4 2018 Jan 15, 2019	SELL	$35.15 - $44.43 $13,567 - $17,149	-386 Closed	0 $0
Q2 2018 Jul 23, 2018	BUY	$37.83 - $42.01 $14,602 - $16,215	386 New	386 $62,000
Q1 2018 Apr 23, 2018	SELL	$37.4 - $41.49 $14,436 - $16,015	-386 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$35.95 - $38.73 $13,876 - $14,949	386	386 $58,000

1,765

428M

281K

217K

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