Lutz Financial Services LLC ISHARES TR Transaction History

Lutz Financial Services LLC

  • $1.23 Billion
  • Q3 2024

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 19, 2022
SELL
N/A
-188,189 Closed
0 $0
Q3 2021

Oct 27, 2021
SELL
N/A
-602 Reduced 0.32%
188,189 $4.65 Million
Q2 2021

Jul 26, 2021
BUY
N/A
214 Added 0.11%
188,791 $4.68 Million
Q1 2021

Apr 27, 2021
SELL
N/A
-3,450 Reduced 1.8%
188,577 $4.69 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-31,148 Reduced 13.96%
192,027 $4.78 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-4,351 Reduced 1.91%
223,175 $5.59 Million
Q2 2020

Jul 28, 2020
SELL
N/A
-23,921 Reduced 9.51%
227,526 $5.72 Million
Q1 2020

Apr 27, 2020
SELL
N/A
-57,763 Reduced 18.68%
251,447 $6.2 Million
Q4 2019

Feb 03, 2020
SELL
N/A
-14,446 Reduced 4.46%
309,210 $7.72 Million
Q3 2019

Oct 31, 2019
SELL
N/A
-21,410 Reduced 6.2%
323,656 $8.09 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-14,295 Reduced 3.98%
345,066 $8.6 Million
Q1 2019

May 06, 2019
BUY
N/A
61,132 Added 20.5%
359,361 $8.88 Million
Q4 2018

Feb 13, 2019
BUY
N/A
150,998 Added 102.56%
298,229 $7.27 Million
Q3 2018

Nov 13, 2018
BUY
N/A
147,231 New
147,231 $3.59 Million
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