Lutz Financial Services LLC ISHARES TR Transaction History

Lutz Financial Services LLC

  • $1.24 Billion
  • Q4 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 12, 2021
SELL
N/A
-71,832 Closed
0 $0
Q3 2020

Nov 05, 2020
SELL
N/A
-3,080 Reduced 4.11%
71,832 $1.81 Million
Q2 2020

Jul 28, 2020
SELL
N/A
-21,273 Reduced 22.12%
74,912 $1.9 Million
Q1 2020

Apr 27, 2020
SELL
N/A
-20,511 Reduced 17.58%
96,185 $2.43 Million
Q4 2019

Feb 03, 2020
SELL
N/A
-18,103 Reduced 13.43%
116,696 $2.95 Million
Q3 2019

Oct 31, 2019
SELL
N/A
-71,755 Reduced 34.74%
134,799 $3.42 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-37,064 Reduced 15.21%
206,554 $5.23 Million
Q1 2019

May 06, 2019
SELL
N/A
-101,864 Reduced 29.48%
243,618 $6.15 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-59,337 Reduced 14.66%
345,482 $8.63 Million
Q3 2018

Nov 13, 2018
BUY
N/A
50,509 Added 14.26%
404,819 $10.1 Million
Q2 2018

Aug 15, 2018
BUY
N/A
39,931 Added 12.7%
354,310 $8.87 Million
Q1 2018

Apr 17, 2018
BUY
N/A
63,869 Added 25.5%
314,379 $7.88 Million
Q4 2017

Apr 17, 2018
BUY
N/A
250,510
250,510 $6.34 Million
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