Oakwell Private Wealth Management, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Oakwell Private Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 30, 2023	SELL	$48.57 - $50.82 $103,696 - $108,500	-2,135 Reduced 3.56%	57,843 $2.81 Million
Q2 2023 Jul 26, 2023	BUY	$50.09 - $51.62 $95,421 - $98,336	1,905 Added 3.28%	59,978 $3.03 Million
Q1 2023 May 04, 2023	BUY	$49.38 - $52.0 $30,961 - $32,604	627 Added 1.09%	58,073 $2.98 Million
Q4 2022 Feb 01, 2023	BUY	$47.0 - $50.83 $370,454 - $400,642	7,882 Added 15.9%	57,446 $2.84 Million
Q3 2022 Oct 27, 2022	SELL	$47.86 - $52.82 $142,431 - $157,192	-2,976 Reduced 5.66%	49,564 $2.39 Million
Q2 2022 Aug 03, 2022	SELL	$49.95 - $54.8 $282,067 - $309,455	-5,647 Reduced 9.7%	52,540 $2.68 Million
Q1 2022 May 03, 2022	BUY	$54.28 - $58.95 $230,527 - $250,360	4,247 Added 7.87%	58,187 $3.19 Million
Q4 2021 Jan 21, 2022	BUY	$58.91 - $60.23 $27,452 - $28,067	466 Added 0.87%	53,940 $3.2 Million
Q3 2021 Oct 14, 2021	SELL	$60.06 - $61.16 $148,768 - $151,493	-2,477 Reduced 4.43%	53,474 $3.21 Million
Q2 2021 Jul 29, 2021	BUY	$59.11 - $60.52 $688,335 - $704,755	11,645 Added 26.28%	55,951 $3.39 Million
Q1 2021 Apr 21, 2021	BUY	$58.97 - $61.74 $327,106 - $342,471	5,547 Added 14.31%	44,306 $2.62 Million
Q4 2020 Feb 10, 2021	BUY	$60.52 - $61.79 $2.35 Million - $2.39 Million	38,759 New	38,759 $2.4 Million

640

216M

36.9K

400

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