Plante Moran Financial Advisors, LLC Ishares Morningstar Small Cap Transaction History

Plante Moran Financial Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 10, 2020	SELL	$26.0 - $40.5 $0 - $0	0 Closed	0 $0
Q1 2020 May 07, 2020	SELL	$24.73 - $48.34 $16,074 - $31,421	-650 Closed	0 $0
Q1 2019 May 13, 2019	SELL	$41.06 - $48.32 $821 - $966	-20 Reduced 2.99%	650 $90,000
Q4 2018 Jan 29, 2019	BUY	$39.01 - $50.97 $780 - $1,019	20 Added 3.08%	670 $83,000
Q1 2018 May 01, 2018	SELL	$46.73 - $52.57 $16,355 - $18,399	-350 Reduced 35.0%	650 $93,000
Q3 2017 Nov 08, 2017	BUY	$48.22 - $48.89 $48,220 - $48,890	1,000	1,000 $147,000

124

3.19M

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