Morris Retirement Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Morris Retirement Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 13, 2023	SELL	$208.78 - $230.55 $385,825 - $426,056	-1,848 Reduced 66.81%	918 $206,000
Q4 2022 Feb 02, 2023	BUY	$196.94 - $224.49 $19,694 - $22,449	100 Added 3.75%	2,766 $582,000
Q3 2022 Oct 14, 2022	BUY	$197.33 - $237.63 $62,750 - $75,566	318 Added 13.54%	2,666 $530,000
Q2 2022 Aug 08, 2022	BUY	$201.03 - $253.2 $107,148 - $134,955	533 Added 29.37%	2,348 $488,000
Q1 2022 May 10, 2022	BUY	$230.48 - $266.11 $76,058 - $87,816	330 Added 22.22%	1,815 $454,000
Q4 2021 Feb 02, 2022	BUY	$241.33 - $266.02 $358,375 - $395,039	1,485 New	1,485 $393,000

1,373

93.2M

221K

52.5K

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