Navis Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Navis Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$92.27 - $107.68 $50,656 - $59,116	549 Added 2.07%	27,046 $2.62 Million
Q4 2022 Jan 25, 2023	BUY	$89.09 - $102.13 $22,094 - $25,328	248 Added 0.94%	26,497 $0
Q2 2022 Aug 09, 2022	BUY	$89.03 - $109.02 $25,284 - $30,961	284 Added 1.09%	26,249 $2.43 Million
Q1 2022 May 13, 2022	BUY	$102.32 - $116.69 $4,195 - $4,784	41 Added 0.16%	25,965 $2.8 Million
Q4 2021 Feb 11, 2022	BUY	$108.26 - $120.32 $31,720 - $35,253	293 Added 1.14%	25,924 $2.97 Million
Q2 2021 Aug 16, 2021	BUY	$106.38 - $116.3 $12,659 - $13,839	119 Added 0.47%	25,631 $2.9 Million
Q4 2020 Mar 04, 2021	BUY	$71.23 - $92.42 $1.82 Million - $2.36 Million	25,512 New	25,512 $2.35 Million

2,566

500M

1.04M

671K

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