Private Wealth Partners, LLC Ishares Treasury Floating Rate Transaction History

Private Wealth Partners, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$50.47 - $50.7 $764,620 - $768,105	-15,150 Reduced 69.02%	6,800 $344,000
Q4 2023 Feb 02, 2024	BUY	$50.37 - $50.75 $327,405 - $329,875	6,500 Added 42.07%	21,950 $1.11 Million
Q3 2023 Nov 06, 2023	SELL	$50.46 - $50.74 $128,673 - $129,387	-2,550 Reduced 14.17%	15,450 $783,000
Q2 2023 Aug 03, 2023	SELL	$50.42 - $50.67 $922,686 - $927,261	-18,300 Reduced 50.41%	18,000 $912,000
Q1 2023 May 03, 2023	BUY	$50.39 - $50.59 $428,315 - $430,015	8,500 Added 30.58%	36,300 $1.84 Million
Q4 2022 Jan 25, 2023	BUY	$50.3 - $50.53 $1.4 Million - $1.4 Million	27,800 New	27,800 $0

411

84.1M

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