Palisades Hudson Asset Management, L.P. iShares Transaction History

Palisades Hudson Asset Management, L.P.

$237 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 07, 2020	SELL	N/A	-121,560 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	N/A	1,161 Added 0.96%	121,560 $7.2 Million
Q3 2019 Oct 17, 2019	BUY	N/A	439 Added 0.37%	120,399 $6.83 Million
Q2 2019 Jul 30, 2019	SELL	N/A	-5,152 Reduced 4.12%	119,960 $6.55 Million
Q1 2019 Apr 23, 2019	SELL	N/A	-14,154 Reduced 10.16%	125,112 $6.85 Million
Q4 2018 Feb 04, 2019	SELL	N/A	-11,320 Reduced 7.52%	139,266 $7.06 Million
Q3 2018 Nov 08, 2018	SELL	N/A	-32,508 Reduced 17.75%	150,586 $9.07 Million
Q2 2018 Aug 14, 2018	BUY	N/A	1,243 Added 0.68%	183,094 $10.6 Million
Q1 2018 May 14, 2018	SELL	N/A	-2,579 Reduced 1.4%	181,851 $11 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-4,434 Reduced 2.35%	184,430 $11.1 Million
Q3 2017 Nov 06, 2017	BUY	N/A	188,864	188,864 $10.5 Million

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