Moneywise, Inc. Ishares Msci Eafe Min Vol Fact Transaction History

Moneywise, Inc.

$193 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$61.24 - $72.68 $201,969 - $239,698	-3,298 Closed	0 $0
Q1 2022 Apr 20, 2022	SELL	$67.73 - $76.65 $17,067 - $19,315	-252 Reduced 7.1%	3,298 $238,000
Q4 2021 Jan 12, 2022	SELL	$74.33 - $77.96 $27,650 - $29,001	-372 Reduced 9.48%	3,550 $273,000
Q3 2021 Oct 12, 2021	BUY	$75.34 - $79.52 $30,286 - $31,967	402 Added 11.42%	3,922 $295,000
Q2 2021 Jul 22, 2021	SELL	$73.48 - $77.31 $116,539 - $122,613	-1,586 Reduced 31.06%	3,520 $266,000
Q1 2021 Apr 14, 2021	SELL	$70.92 - $74.68 $142,974 - $150,554	-2,016 Reduced 28.31%	5,106 $373,000
Q4 2020 Jan 15, 2021	SELL	$65.49 - $73.81 $1.67 Million - $1.88 Million	-25,479 Reduced 78.15%	7,122 $523,000
Q3 2020 Oct 13, 2020	SELL	$66.21 - $69.64 $1.55 Million - $1.63 Million	-23,398 Reduced 41.78%	32,601 $2.22 Million
Q2 2020 Jul 10, 2020	SELL	$59.53 - $68.92 $3.46 Million - $4 Million	-58,076 Reduced 50.91%	55,999 $3.7 Million
Q1 2020 Apr 13, 2020	BUY	$54.87 - $75.75 $111,550 - $153,999	2,033 Added 1.81%	114,075 $7.08 Million
Q4 2019 Jan 07, 2020	BUY	$71.94 - $75.68 $679,761 - $715,100	9,449 Added 9.21%	112,042 $8.21 Million
Q3 2019 Oct 23, 2019	BUY	$70.31 - $73.75 $757,730 - $794,803	10,777 Added 11.74%	102,593 $7.52 Million
Q2 2019 Jul 17, 2019	BUY	$70.31 - $73.27 $325,043 - $338,727	4,623 Added 5.3%	91,816 $6.67 Million
Q1 2019 Apr 30, 2019	SELL	$66.36 - $72.4 $109,427 - $119,387	-1,649 Reduced 1.86%	87,193 $6.43 Million
Q4 2018 Jan 29, 2019	BUY	$65.01 - $72.73 $328,040 - $366,995	5,046 Added 6.02%	88,842 $5.92 Million
Q3 2018 Oct 15, 2018	SELL	$70.42 - $73.23 $520,967 - $541,755	-7,398 Reduced 8.11%	83,796 $6.1 Million
Q2 2018 Jul 19, 2018	BUY	$70.89 - $74.83 $47,567 - $50,210	671 Added 0.74%	91,194 $6.49 Million
Q1 2018 Apr 17, 2018	BUY	$70.61 - $76.47 $138,042 - $149,498	1,955 Added 2.21%	90,523 $6.67 Million
Q4 2017 Jan 08, 2018	BUY	$71.02 - $73.23 $105,180 - $108,453	1,481 Added 1.7%	88,568 $6.46 Million
Q3 2017 Oct 10, 2017	BUY	$70.55 - $71.06 $6.14 Million - $6.19 Million	87,087	87,087 $6.19 Million

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506

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54.8M

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