Polaris Wealth Advisory Group, LLC Ishares Core S&P 500 ETF Transaction History

Polaris Wealth Advisory Group, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 Apr 09, 2019	SELL	$245.43 - $286.57 $6.45 Million - $7.53 Million	-26,290 Closed	0 $0
Q4 2018 Jan 17, 2019	BUY	$236.09 - $293.95 $461,319 - $574,378	1,954 Added 8.03%	26,290 $6.62 Million
Q3 2018 Oct 19, 2018	BUY	$272.73 - $295.76 $5.71 Million - $6.19 Million	20,942 Added 617.03%	24,336 $7.12 Million
Q1 2018 Apr 09, 2018	BUY	$259.62 - $288.66 $616,078 - $684,990	2,373 Added 232.42%	3,394 $901,000
Q4 2017 Feb 13, 2018	SELL	$253.97 - $271.47 $1.02 Million - $1.09 Million	-4,024 Reduced 79.76%	1,021 $274,000
Q3 2017 Nov 01, 2017	SELL	$246.18 - $253.1 $96,748 - $99,468	-393 Reduced 7.23%	5,045 $1.28 Million
Q2 2017 Aug 09, 2017	BUY	N/A	5,438	5,438 $1.32 Million

3,444

687M

1.45M

1.1M

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