Polaris Wealth Advisory Group, LLC Ishares Inc Transaction History

Polaris Wealth Advisory Group, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	BUY	$47.35 - $50.88 $3.36 Million - $3.61 Million	71,026 New	71,026 $3.5 Million
Q3 2022 Oct 12, 2022	BUY	$44.37 - $50.42 $298,521 - $339,225	6,728 Added 12.57%	60,268 $2.61 Million
Q2 2022 Jul 12, 2022	BUY	$48.46 - $57.45 $2.59 Million - $3.08 Million	53,540 New	53,540 $2.63 Million
Q3 2021 Oct 18, 2021	SELL	$60.55 - $66.68 $3.1 Million - $3.42 Million	-51,241 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$63.17 - $68.14 $3.24 Million - $3.49 Million	51,241 New	51,241 $3.42 Million
Q1 2021 Apr 19, 2021	SELL	$62.41 - $69.46 $2.85 Million - $3.17 Million	-45,696 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	$52.65 - $62.1 $2.41 Million - $2.84 Million	45,696 New	45,696 $3 Million
Q3 2020 Oct 15, 2020	SELL	$48.22 - $54.44 $1.46 Million - $1.65 Million	-30,340 Closed	0 $0
Q2 2020 Jul 13, 2020	BUY	$38.83 - $49.26 $153,494 - $194,724	3,953 Added 14.98%	30,340 $1.46 Million
Q1 2020 Apr 09, 2020	BUY	$36.22 - $55.44 $229,924 - $351,933	6,348 Added 31.68%	26,387 $1.07 Million
Q4 2019 Jan 29, 2020	BUY	$48.38 - $53.99 $969,486 - $1.08 Million	20,039 New	20,039 $1.1 Million
Q4 2018 Jan 17, 2019	SELL	$45.85 - $51.77 $2,521 - $2,847	-55 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$49.8 - $54.37 $2,739 - $2,990	55 New	55 $3,000

1,871

1.24B

137K

19.1K

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