Marcum Wealth, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Marcum Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 14, 2022	SELL	$46.78 - $48.31 $525,994 - $543,197	-11,244 Reduced 50.41%	11,061 $524,000
Q1 2022 Apr 20, 2022	BUY	$48.28 - $50.36 $64,695 - $67,482	1,340 Added 6.39%	22,305 $1.08 Million
Q4 2021 Feb 01, 2022	BUY	$50.4 - $51.06 $37,548 - $38,039	745 Added 3.68%	20,965 $1.06 Million
Q3 2021 Nov 08, 2021	BUY	$51.04 - $51.35 $16,894 - $16,996	331 Added 1.66%	20,220 $1.03 Million
Q2 2021 Aug 10, 2021	BUY	$51.18 - $51.42 $70,526 - $70,856	1,378 Added 7.44%	19,889 $1.02 Million
Q1 2021 May 11, 2021	BUY	$51.2 - $51.67 $947,763 - $956,463	18,511 New	18,511 $949,000

386

58.3M

100

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