Monte Financial Group, LLC Ishares Russell Mid Cap ETF Transaction History

Monte Financial Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$75.37 - $84.09 $86,600 - $96,619	-1,149 Reduced 31.49%	2,500 $210,000
Q4 2023 Jan 22, 2024	SELL	$64.84 - $78.27 $22,110 - $26,690	-341 Reduced 8.55%	3,649 $283,000
Q3 2023 Oct 24, 2023	SELL	$68.54 - $75.91 $42,494 - $47,064	-620 Reduced 13.45%	3,990 $276,000
Q2 2023 Jul 25, 2023	BUY	$67.49 - $73.03 $100,560 - $108,814	1,490 Added 47.76%	4,610 $336,000
Q1 2023 Apr 26, 2023	BUY	$66.27 - $75.04 $206,762 - $234,124	3,120 New	3,120 $218,000

1,337

341M

126K

14.1K

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