Minich Mac Gregor Wealth Management, LLC Ishares Tr Transaction History

Minich Mac Gregor Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	SELL	$108.5 - $119.27 $6.74 Million - $7.41 Million	-62,091 Reduced 86.58%	9,621 $1.09 Million
Q1 2023 Apr 19, 2023	SELL	$110.68 - $126.38 $8.98 Million - $10.2 Million	-81,100 Reduced 53.07%	71,712 $8.4 Million
Q4 2022 Jan 09, 2023	BUY	$107.39 - $125.5 $1.94 Million - $2.26 Million	18,040 Added 13.39%	152,812 $0
Q3 2022 Oct 06, 2022	BUY	$107.22 - $127.71 $14.5 Million - $17.2 Million	134,772 New	134,772 $14.5 Million
Q2 2020 Aug 05, 2020	SELL	$69.37 - $91.69 $937,882 - $1.24 Million	-13,520 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$62.67 - $107.3 $847,298 - $1.45 Million	13,520 New	13,520 $1.05 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-1,332 Closed	0 $0
Q2 2018 Jul 13, 2018	SELL	N/A	-533 Reduced 28.58%	1,332 $130,000
Q1 2018 Jul 03, 2018	SELL	N/A	-30 Reduced 1.58%	1,865 $177,000
Q2 2017 Jul 02, 2018	SELL	N/A	-58 Reduced 2.97%	1,895 $174,000
Q4 2015 Jun 27, 2018	BUY	N/A	1,953	1,953 $153,000

1,360

70.5M

1.1M

383K

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