National Wealth Management Group, LLC Ishares S&P 500 Value ETF Transaction History

National Wealth Management Group, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$176.58 - $186.7 $194,944 - $206,116	1,104 Added 20.87%	6,393 $1.16 Billion
Q1 2024 May 17, 2024	SELL	$171.09 - $186.81 $29,769 - $32,504	-174 Reduced 3.19%	5,289 $988 Million
Q4 2023 Feb 01, 2024	SELL	$147.64 - $174.21 $156,646 - $184,836	-1,061 Reduced 16.26%	5,463 $950 Million
Q3 2023 Nov 13, 2023	BUY	$153.33 - $166.75 $1 Million - $1.09 Million	6,524 New	6,524 $1 Billion
Q1 2023 May 15, 2023	BUY	$144.21 - $159.47 $228,861 - $253,078	1,587 New	1,587 $239 Million
Q2 2022 Nov 17, 2023	SELL	$133.27 - $158.52 $260,409 - $309,748	-1,954 Closed	0 $0
Q1 2022 Nov 17, 2023	BUY	$147.46 - $159.06 $8,552 - $9,225	58 Added 3.06%	1,954 $304 Million
Q4 2021 Nov 17, 2023	SELL	$145.8 - $156.8 $674,762 - $725,670	-4,628 Reduced 70.94%	1,896 $297 Million

1,529

139M

91.7K

29.4K

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