One Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

One Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$104.35 - $114.93 $186,369 - $205,264	-1,786 Reduced 33.92%	3,480 $399,000
Q1 2023 May 15, 2023	SELL	$105.46 - $120.16 $423,000 - $481,961	-4,011 Reduced 43.24%	5,266 $578,000
Q4 2022 Feb 14, 2023	SELL	$102.93 - $117.14 $111,679 - $127,096	-1,085 Reduced 10.47%	9,277 $1 Million
Q3 2022 Nov 14, 2022	BUY	$100.74 - $123.41 $680,095 - $833,140	6,751 Added 186.96%	10,362 $1.05 Million
Q2 2022 Aug 15, 2022	BUY	$101.11 - $126.58 $365,108 - $457,080	3,611 New	3,611 $380,000

761

30.8M

9.6K

5.7K

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