Moneta Group Investment Advisors LLC Ishares Core High Dividend ETF Transaction History

Moneta Group Investment Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 15, 2024	SELL	$93.77 - $103.26 $29,256 - $32,217	-312 Reduced 13.32%	2,030 $207,000
Q3 2023 Nov 15, 2023	SELL	$98.89 - $104.38 $331,775 - $350,194	-3,355 Reduced 58.89%	2,342 $231,000
Q2 2023 Aug 15, 2023	BUY	$97.54 - $104.3 $37,260 - $39,842	382 Added 7.19%	5,697 $574,000
Q1 2023 May 15, 2023	SELL	$97.23 - $106.66 $261,257 - $286,595	-2,687 Reduced 33.58%	5,315 $540,000
Q4 2022 Feb 16, 2023	BUY	$93.56 - $108.19 $600,655 - $694,579	6,420 Added 405.82%	8,002 $834,000
Q4 2022 Feb 16, 2023	SELL	$93.56 - $108.19 $766 Million - $886 Million	-8,188,633 Reduced 99.98%	1,582 $164,000
Q4 2022 Feb 15, 2023	BUY	$93.56 - $108.19 $766 Million - $886 Million	8,190,215 New	8,190,215 $854 Million

800

48.3M

822K

56K

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