Ritholtz Wealth Management ISHARES TR Transaction History

Ritholtz Wealth Management

$3.37 Billion
Q4 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 09, 2020	SELL	N/A	-40,650 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	N/A	3,772 Added 10.23%	40,650 $1.06 Million
Q3 2019 Oct 17, 2019	SELL	N/A	-776 Reduced 2.06%	36,878 $964,000
Q2 2019 Jul 15, 2019	BUY	N/A	3,660 Added 10.77%	37,654 $983,000
Q1 2019 Apr 12, 2019	BUY	N/A	1,948 Added 6.08%	33,994 $886,000
Q4 2018 Jan 18, 2019	BUY	N/A	665 Added 2.12%	32,046 $831,000
Q3 2018 Oct 12, 2018	BUY	N/A	60 Added 0.19%	31,381 $814,000
Q2 2018 Jul 12, 2018	BUY	N/A	1,570 Added 5.28%	31,321 $810,000
Q1 2018 Apr 17, 2018	BUY	N/A	1,170 Added 4.09%	29,751 $771,000
Q4 2017 Jan 23, 2018	SELL	N/A	-14 Reduced 0.05%	28,581 $745,000
Q3 2017 Oct 17, 2017	BUY	N/A	28,595	28,595 $751,000

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