Personal Wealth Partners Ishares Core S&P Total U.S. St Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 20, 2021	SELL	$97.33 - $103.96 $216,948 - $231,726	-2,229 Closed	0 $0
Q2 2021 Jul 23, 2021	SELL	$92.76 - $98.86 $407,865 - $434,687	-4,397 Reduced 66.36%	2,229 $220,000
Q1 2021 Apr 20, 2021	SELL	$85.12 - $92.58 $110,315 - $119,983	-1,296 Reduced 16.36%	6,626 $607,000
Q4 2020 Feb 08, 2021	SELL	$74.05 - $86.22 $1,851 - $2,155	-25 Reduced 0.31%	7,922 $683,000
Q3 2020 Nov 02, 2020	SELL	$69.81 - $80.47 $78,745 - $90,770	-1,128 Reduced 12.43%	7,947 $600,000

Q2 2020 Aug 06, 2020	SELL	$54.49 - $72.8 $108,435 - $144,872	-1,990 Reduced 17.98%	9,075 $630,000
Q1 2020 May 07, 2020	SELL	$49.67 - $76.42 $41,673 - $64,116	-839 Reduced 7.05%	11,065 $633,000
Q4 2019 Jan 28, 2020	BUY	$65.12 - $72.96 $2,930 - $3,283	45 Added 0.38%	11,904 $865,000
Q3 2019 Oct 22, 2019	BUY	$64.37 - $68.57 $14,225 - $15,153	221 Added 1.9%	11,859 $795,000
Q2 2019 Jul 30, 2019	BUY	$62.47 - $67.06 $62,282 - $66,858	997 Added 9.37%	11,638 $775,000
Q1 2019 Apr 17, 2019	BUY	$55.45 - $64.92 $590,043 - $690,813	10,641 New	10,641 $685,000

Others Institutions Holding ITOT

# of Institutions

1,303

Shares Held

293M

Call Options Held

524K

Put Options Held

45.1K

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