Reston Wealth Management LLC Ishares Tr Ishares Morningstar Transaction History

Reston Wealth Management LLC

$275 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$21.76 - $23.86 $247,106 - $270,954	-11,356 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$23.68 - $24.27 $3,765 - $3,858	159 Added 1.42%	11,356 $273,000
Q3 2021 Oct 19, 2021	BUY	$23.93 - $24.47 $2,297 - $2,349	96 Added 0.86%	11,197 $268,000
Q2 2021 Aug 05, 2021	BUY	$23.48 - $24.3 $2,207 - $2,284	94 Added 0.85%	11,101 $268,000
Q1 2021 May 10, 2021	BUY	$23.24 - $24.06 $883 - $914	38 Added 0.35%	11,007 $258,000
Q4 2020 Feb 10, 2021	BUY	$22.03 - $24.07 $3,679 - $4,019	167 Added 1.55%	10,969 $264,000
Q3 2020 Oct 14, 2020	BUY	$22.15 - $23.13 $2,658 - $2,775	120 Added 1.12%	10,802 $244,000
Q2 2020 Jul 14, 2020	BUY	$18.99 - $23.14 $3,114 - $3,794	164 Added 1.56%	10,682 $237,000
Q1 2020 Apr 14, 2020	BUY	$18.15 - $26.07 $925 - $1,329	51 Added 0.49%	10,518 $210,000
Q4 2019 Feb 07, 2020	BUY	$24.57 - $25.69 $5,503 - $5,754	224 Added 2.19%	10,467 $267,000
Q3 2019 Oct 25, 2019	BUY	$24.82 - $25.07 $3,375 - $3,409	136 Added 1.35%	10,243 $256,000
Q2 2019 Jul 29, 2019	BUY	N/A	42 Added 0.42%	10,107 $254,000
Q1 2019 May 03, 2019	BUY	N/A	10,065 New	10,065 $249,000

Others Institutions Holding IYLD

# of Institutions

58

Shares Held

1.22M

Call Options Held

0

Put Options Held

0

About ISHARES TR ISHARES MORNINGSTAR

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