Ml & R Wealth Management LLC Ishares Barclays 0 5 Year Tips Transaction History

Ml & R Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$96.33 - $98.68 $254,889 - $261,107	2,646 New	2,646 $260,000
Q1 2023 May 05, 2023	BUY	$96.86 - $99.23 $195,947 - $200,742	2,023 New	2,023 $200,000
Q3 2022 Oct 26, 2022	SELL	$96.11 - $102.85 $33,254 - $35,586	-346 Reduced 4.36%	7,590 $729,000
Q2 2022 Jul 25, 2022	BUY	$101.26 - $104.65 $20,252 - $20,930	200 Added 2.59%	7,936 $805,000
Q1 2022 Apr 18, 2022	BUY	$103.82 - $106.76 $22,840 - $23,487	220 Added 2.93%	7,736 $812,000
Q4 2021 Feb 02, 2022	BUY	$105.21 - $107.0 $790,758 - $804,212	7,516 New	7,516 $796,000

616

53.9M

33.5K

Get notified when there are updates to the investment portfolio of Ml & R Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Ml & R Wealth Management LLC with notifications on news.