Moneta Group Investment Advisors LLC Ishares Trust Ishares 1 5 Year Transaction History

Moneta Group Investment Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 14, 2021	SELL	$54.5 - $55.17 $370,436 - $374,990	-6,797 Closed	0 $0
Q4 2020 Feb 12, 2021	SELL	$54.79 - $55.17 $824,973 - $830,694	-15,057 Reduced 68.9%	6,797 $375,000
Q3 2020 Nov 13, 2020	SELL	$54.69 - $55.09 $800,060 - $805,911	-14,629 Reduced 40.1%	21,854 $1.2 Million
Q2 2020 Aug 12, 2020	SELL	$51.96 - $54.73 $675,531 - $711,544	-13,001 Reduced 26.27%	36,483 $2 Million
Q1 2020 May 13, 2020	SELL	$47.21 - $54.5 $16,901 - $19,511	-358 Reduced 0.72%	49,484 $2.59 Million
Q3 2019 Nov 12, 2019	BUY	$53.16 - $53.82 $2.49 Million - $2.52 Million	46,876 Added 1580.45%	49,842 $2.68 Million
Q2 2018 Aug 14, 2018	BUY	$51.75 - $52.05 $153,490 - $154,380	2,966 New	2,966 $154,000

959

310M

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