Mps Loria Financial Planners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Mps Loria Financial Planners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$102.35 - $110.52 $819,823 - $885,265	-8,010 Reduced 2.71%	288,002 $31.8 Million
Q4 2023 Feb 07, 2024	BUY	$87.61 - $110.11 $360,164 - $452,662	4,111 Added 1.41%	296,012 $32 Million
Q3 2023 Oct 20, 2023	BUY	$92.9 - $105.16 $1.01 Million - $1.14 Million	10,880 Added 3.87%	291,901 $27.5 Million
Q2 2023 Jul 21, 2023	BUY	$91.14 - $99.81 $306,412 - $335,561	3,362 Added 1.21%	281,021 $28 Million
Q1 2023 Apr 11, 2023	BUY	$92.27 - $107.68 $6.13 Million - $7.15 Million	66,403 Added 31.43%	277,659 $26.8 Million
Q4 2022 Jan 23, 2023	BUY	$89.09 - $102.13 $2.51 Million - $2.87 Million	28,147 Added 15.37%	211,256 $0
Q3 2022 Nov 14, 2022	BUY	$87.04 - $106.5 $15.9 Million - $19.5 Million	183,109 New	183,109 $16 Million

2,531

494M

771K

97.4K

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