Oakwell Private Wealth Management, LLC Ishares Short Term National Mu Transaction History

Oakwell Private Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 26, 2023	BUY	$103.24 - $105.0 $132,456 - $134,715	1,283 Added 5.13%	26,308 $2.74 Million
Q1 2023 May 04, 2023	SELL	$103.3 - $105.14 $2.69 Million - $2.74 Million	-26,079 Reduced 51.03%	25,025 $2.62 Million
Q4 2022 Feb 01, 2023	BUY	$102.5 - $104.49 $1.46 Million - $1.49 Million	14,265 Added 38.72%	51,104 $5.33 Million
Q3 2022 Oct 27, 2022	BUY	$102.59 - $105.4 $2.62 Million - $2.7 Million	25,579 Added 227.17%	36,839 $3.78 Million
Q2 2022 Aug 03, 2022	SELL	$103.31 - $104.87 $68,081 - $69,109	-659 Reduced 5.53%	11,260 $1.18 Million
Q1 2022 May 03, 2022	BUY	$104.46 - $107.34 $71,555 - $73,527	685 Added 6.1%	11,919 $1.25 Million
Q4 2021 Jan 21, 2022	BUY	$107.24 - $107.56 $131,583 - $131,976	1,227 Added 12.26%	11,234 $1.21 Million
Q3 2021 Oct 14, 2021	BUY	$107.57 - $108.06 $293,020 - $294,355	2,724 Added 37.4%	10,007 $1.08 Million
Q2 2021 Jul 29, 2021	BUY	$107.66 - $108.01 $67,502 - $67,722	627 Added 9.42%	7,283 $785,000
Q1 2021 Apr 21, 2021	BUY	$107.56 - $108.22 $73,786 - $74,238	686 Added 11.49%	6,656 $718,000
Q4 2020 Feb 10, 2021	BUY	$107.6 - $108.11 $642,372 - $645,416	5,970 New	5,970 $645,000

828

68.5M

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