One Ascent Wealth Management LLC Ishares Trust Ishares 1 5 Year Transaction History

One Ascent Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	BUY	$49.74 - $50.37 $256,161 - $259,405	5,150 New	5,150 $257,000
Q1 2023 Apr 17, 2023	SELL	$49.56 - $50.75 $30,727 - $31,465	-620 Reduced 8.69%	6,518 $329,000
Q4 2022 Jan 12, 2023	BUY	$48.63 - $50.19 $65,553 - $67,656	1,348 Added 23.28%	7,138 $356,000
Q2 2022 Aug 08, 2022	BUY	$49.84 - $51.62 $8,971 - $9,291	180 Added 3.21%	5,790 $293,000
Q1 2022 May 12, 2022	BUY	$51.49 - $53.86 $288,858 - $302,154	5,610 New	5,610 $290,000

959

310M

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