David Katz Ishares Trust Ishares 1 5 Year Transaction History

Matrix Asset Advisors Inc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 16, 2021	SELL	$54.57 - $54.92 $1.88 Million - $1.89 Million	-34,462 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$54.5 - $55.17 $870,583 - $881,285	15,974 Added 86.4%	34,462 $1.88 Million
Q4 2020 Feb 12, 2021	BUY	$54.79 - $55.17 $504,122 - $507,619	9,201 Added 99.07%	18,488 $1.02 Million
Q3 2020 Nov 12, 2020	BUY	$54.69 - $55.09 $140,717 - $141,746	2,573 Added 38.32%	9,287 $510,000
Q2 2020 Aug 13, 2020	BUY	$51.96 - $54.73 $87,812 - $92,493	1,690 Added 33.64%	6,714 $367,000

Q1 2020 May 11, 2020	BUY	$47.21 - $54.5 $9,111 - $10,518	193 Added 4.0%	5,024 $263,000
Q4 2019 Feb 11, 2020	BUY	$53.49 - $53.82 $258,410 - $260,004	4,831 New	4,831 $259,000

951

326M

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