National Wealth Management Group, LLC Ishares Tr Transaction History

National Wealth Management Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 01, 2024	SELL	$103.16 - $126.68 $35,383 - $43,451	-343 Reduced 16.58%	1,726 $218 Million
Q3 2023 Nov 13, 2023	SELL	$105.4 - $118.17 $18,128 - $20,325	-172 Reduced 7.68%	2,069 $219 Million
Q2 2023 Aug 09, 2023	SELL	$108.66 - $117.41 $977 - $1,056	-9 Reduced 0.4%	2,241 $262 Million
Q1 2023 May 15, 2023	BUY	$108.43 - $117.74 $243,967 - $264,915	2,250 New	2,250 $250 Million
Q4 2022 Nov 17, 2023	BUY	$93.07 - $114.11 $41,695 - $51,121	448 Added 21.65%	2,517 $282 Million

663

24.1M

169K

180K

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