Measured Wealth Private Client Group, LLC Ishares S&P 500 Value ETF Transaction History

Measured Wealth Private Client Group, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 25, 2022	SELL	$133.27 - $158.52 $214,298 - $254,900	-1,608 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	$109.93 - $128.18 $176,767 - $206,113	1,608 New	1,608 $206,000
Q1 2020 Apr 22, 2020	SELL	$82.97 - $131.79 $161,127 - $255,936	-1,942 Closed	0 $0
Q4 2019 Jan 15, 2020	SELL	$115.41 - $130.26 $118,295 - $133,516	-1,025 Reduced 34.55%	1,942 $253,000
Q3 2019 Oct 11, 2019	SELL	$112.0 - $120.88 $119,728 - $129,220	-1,069 Reduced 26.49%	2,967 $353,000
Q2 2019 Jul 26, 2019	SELL	$108.5 - $117.48 $61,085 - $66,141	-563 Reduced 12.24%	4,036 $471,000
Q1 2019 May 07, 2019	BUY	$99.16 - $114.4 $54,637 - $63,034	551 Added 13.61%	4,599 $519,000
Q4 2018 Feb 07, 2019	SELL	$95.36 - $116.8 $14,399 - $17,636	-151 Reduced 3.6%	4,048 $409,000
Q3 2018 Nov 14, 2018	BUY	$110.03 - $118.53 $208,176 - $224,258	1,892 Added 82.01%	4,199 $485,000
Q2 2018 Aug 14, 2018	BUY	$107.03 - $113.19 $246,918 - $261,129	2,307 New	2,307 $254,000

1,528

139M

91.7K

29.4K

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