Level Financial Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Level Financial Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 18, 2023	SELL	$92.9 - $105.16 $6,224 - $7,045	-67 Reduced 20.87%	254 $23,000
Q1 2023 Apr 10, 2023	SELL	$92.27 - $107.68 $20,114 - $23,474	-218 Reduced 40.45%	321 $31,000
Q4 2022 Jan 23, 2023	SELL	$89.09 - $102.13 $2,583 - $2,961	-29 Reduced 5.11%	539 $0
Q3 2022 Oct 18, 2022	SELL	$87.04 - $106.5 $19,845 - $24,282	-228 Reduced 28.64%	568 $50,000
Q2 2022 Aug 10, 2022	BUY	$89.03 - $109.02 $17,360 - $21,258	195 Added 32.45%	796 $74,000
Q4 2021 Jan 20, 2022	BUY	$108.26 - $120.32 $65,064 - $72,312	601 New	601 $69,000

2,476

489M

727K

97.4K

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