Minich Mac Gregor Wealth Management, LLC Ishares Tr Transaction History

Minich Mac Gregor Wealth Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	SELL	$119.29 - $139.6 $51,056 - $59,748	-428 Reduced 16.62%	2,147 $296,000
Q3 2023 Oct 16, 2023	SELL	$124.84 - $138.68 $5.87 Million - $6.53 Million	-47,053 Reduced 94.81%	2,575 $325,000
Q2 2023 Jul 13, 2023	BUY	$120.69 - $133.93 $5.77 Million - $6.41 Million	47,835 Added 2667.88%	49,628 $6.6 Million
Q1 2023 Apr 19, 2023	BUY	$124.32 - $140.43 $5,718 - $6,459	46 Added 2.63%	1,793 $237,000
Q4 2022 Jan 09, 2023	SELL	$109.29 - $133.88 $1.54 Million - $1.89 Million	-14,101 Reduced 88.98%	1,747 $0
Q3 2022 Oct 06, 2022	SELL	$106.58 - $130.61 $8.09 Million - $9.91 Million	-75,870 Reduced 82.72%	15,848 $1.71 Million
Q2 2022 Jul 13, 2022	SELL	$117.72 - $154.02 $962,596 - $1.26 Million	-8,177 Reduced 8.19%	91,718 $10.8 Million
Q1 2022 Apr 26, 2022	BUY	$128.72 - $151.73 $8.76 Million - $10.3 Million	68,023 Added 213.43%	99,895 $14.9 Million
Q4 2021 Jan 18, 2022	BUY	$125.86 - $141.73 $4.01 Million - $4.52 Million	31,872 New	31,872 $4.47 Million
Q3 2021 Nov 03, 2021	SELL	$122.85 - $135.99 $2.08 Million - $2.3 Million	-16,931 Closed	0 $0
Q2 2021 Aug 02, 2021	BUY	$126.01 - $141.25 $2.13 Million - $2.39 Million	16,931 New	16,931 $2.21 Million
Q4 2018 Jan 17, 2019	SELL	$78.95 - $99.65 $2,368 - $2,989	-30 Closed	0 $0
Q4 2015 Jun 27, 2018	BUY	N/A	30	30 $2,000

217

2.91M

5.2K

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