Montag & Caldwell, LLC Ishares Russell 1000 Gr ETF Transaction History

Montag & Caldwell, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$207.03 - $232.89 $997,884 - $1.12 Million	4,820 Added 116.48%	8,958 $1.92 Million
Q3 2022 Nov 14, 2022	BUY	$210.4 - $257.47 $35,347 - $43,254	168 Added 4.23%	4,138 $871,000
Q2 2022 Aug 09, 2022	BUY	$209.9 - $283.21 $833,303 - $1.12 Million	3,970 New	3,970 $868,000
Q1 2019 May 01, 2019	SELL	N/A	-9,250 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	N/A	9,250 New	9,250 $1.21 Million

2,168

206M

396K

84.5K

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