Lodestone Wealth Management LLC Ishares Trust Ishares Pfd And Transaction History

Lodestone Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$30.65 - $32.13 $24,366 - $25,543	-795 Reduced 5.06%	14,907 $470 Million
Q1 2024 Apr 30, 2024	SELL	$31.12 - $32.54 $4,636 - $4,848	-149 Reduced 0.94%	15,702 $506 Million
Q4 2023 Jan 24, 2024	BUY	$28.34 - $31.4 $2,040 - $2,260	72 Added 0.46%	15,851 $494 Million
Q3 2023 Oct 20, 2023	SELL	$29.99 - $31.22 $39,616 - $41,241	-1,321 Reduced 7.73%	15,779 $476 Million
Q2 2023 Jul 25, 2023	SELL	$29.33 - $31.46 $31,852 - $34,165	-1,086 Reduced 5.97%	17,100 $529 Million
Q1 2023 May 15, 2023	BUY	$29.86 - $33.81 $1,403 - $1,589	47 Added 0.26%	18,186 $568 Million
Q4 2022 Feb 09, 2023	BUY	$29.96 - $32.28 $543,444 - $585,526	18,139 New	18,139 $554 Million

1,087

185M

375K

1.29M

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