Polaris Wealth Advisory Group, LLC Ishares Trust Ishares Pfd And Transaction History

Polaris Wealth Advisory Group, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 19, 2022	SELL	$34.86 - $39.14 $10.3 Million - $11.5 Million	-294,794 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$38.29 - $39.43 $182,796 - $188,238	-4,774 Reduced 1.59%	294,794 $11.6 Million
Q3 2021 Oct 18, 2021	BUY	$38.55 - $39.48 $113,336 - $116,071	2,940 Added 0.99%	299,568 $11.5 Million
Q2 2021 Jul 23, 2021	SELL	$37.96 - $39.34 $251,257 - $260,391	-6,619 Reduced 2.18%	296,628 $11.6 Million
Q1 2021 Apr 19, 2021	SELL	$37.15 - $38.46 $795,232 - $823,274	-21,406 Reduced 6.59%	303,247 $11.7 Million
Q4 2020 Jan 25, 2021	BUY	$36.13 - $38.51 $11.7 Million - $12.5 Million	324,653 New	324,653 $12.3 Million
Q1 2020 Apr 09, 2020	SELL	$25.12 - $38.29 $29.2 Million - $44.5 Million	-1,161,193 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$36.77 - $37.68 $42.7 Million - $43.8 Million	1,161,193 New	1,161,193 $44.1 Million
Q1 2019 Apr 09, 2019	SELL	$34.55 - $36.63 $1.32 Million - $1.39 Million	-38,079 Closed	0 $0
Q4 2018 Jan 17, 2019	SELL	$33.41 - $36.68 $23,453 - $25,749	-702 Reduced 1.81%	38,079 $1.3 Million
Q3 2018 Oct 19, 2018	BUY	$37.02 - $38.0 $338,621 - $347,586	9,147 Added 30.87%	38,781 $1.44 Million
Q2 2018 Jul 09, 2018	SELL	$36.91 - $37.71 $304,322 - $310,918	-8,245 Reduced 21.77%	29,634 $1.11 Million
Q1 2018 Apr 09, 2018	BUY	$36.79 - $38.19 $169,712 - $176,170	4,613 Added 13.87%	37,879 $1.42 Million
Q4 2017 Feb 13, 2018	BUY	$38.07 - $38.65 $945,125 - $959,524	24,826 Added 294.15%	33,266 $1.27 Million
Q2 2017 Aug 09, 2017	BUY	N/A	8,440	8,440 $331,000

1,092

186M

375K

1.29M

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