National Wealth Management Group, LLC Ishares S&P Smallcap 600 Value Transaction History

National Wealth Management Group, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$95.81 - $109.03 $40,336 - $45,901	-421 Reduced 13.21%	2,767 $298 Million
Q2 2024 Aug 09, 2024	SELL	$94.12 - $102.13 $757,383 - $821,840	-8,047 Reduced 71.62%	3,188 $310 Million
Q1 2024 May 17, 2024	BUY	$95.88 - $102.78 $29,531 - $31,656	308 Added 2.82%	11,235 $1.15 Billion
Q4 2023 Feb 01, 2024	BUY	$82.1 - $104.53 $897,106 - $1.14 Million	10,927 New	10,927 $1.13 Billion

898

40.9M

17.8K

8.7K

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