Plante Moran Financial Advisors, LLC Ishares Tr Transaction History

Plante Moran Financial Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 08, 2023	BUY	$73.04 - $77.2 $3,213 - $3,396	44 New	44 $3,000
Q2 2022 Aug 02, 2022	SELL	$73.1 - $82.57 $35,234 - $39,798	-482 Reduced 66.12%	247 $18,000
Q1 2022 May 06, 2022	BUY	$79.97 - $86.97 $58,298 - $63,401	729 New	729 $60,000
Q4 2021 Feb 09, 2022	SELL	$85.37 - $87.5 $0 - $0	0 Closed	0 $0
Q3 2021 Nov 08, 2021	SELL	$86.98 - $88.14 $6,523 - $6,610	-75 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$86.61 - $88.04 $6,495 - $6,603	75 New	75 $7,000
Q1 2021 May 13, 2021	SELL	$85.73 - $87.78 $14,316 - $14,659	-167 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$83.46 - $87.3 $13,937 - $14,579	167 New	167 $15,000
Q1 2020 May 07, 2020	SELL	$68.63 - $88.43 $29,716 - $38,290	-433 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$86.04 - $88.21 $37,255 - $38,194	433 New	433 $38,000
Q2 2018 Jul 26, 2018	SELL	$84.96 - $86.46 $1,189 - $1,210	-14 Closed	0 $0
Q1 2018 May 01, 2018	BUY	$84.92 - $87.97 $1,188 - $1,231	14 New	14 $1,000

1,063

224M

105M

268M

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