Ritholtz Wealth Management ISHARES TR Transaction History

Ritholtz Wealth Management

$3 Billion
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 18, 2022	SELL	N/A	-118,952 Closed	0 $0
Q3 2021 Oct 14, 2021	SELL	N/A	-6,186 Reduced 4.94%	118,952 $2.94 Million
Q2 2021 Jul 20, 2021	BUY	N/A	218 Added 0.17%	125,138 $3.1 Million
Q1 2021 May 12, 2021	SELL	N/A	-3,015 Reduced 2.36%	124,920 $3.1 Million
Q4 2020 Jan 19, 2021	BUY	N/A	1,306 Added 1.03%	127,935 $3.19 Million
Q3 2020 Oct 23, 2020	BUY	N/A	2,149 Added 1.73%	126,629 $3.17 Million
Q2 2020 Jul 15, 2020	BUY	N/A	9,637 Added 8.39%	124,480 $3.13 Million
Q1 2020 Apr 09, 2020	BUY	N/A	2,782 Added 2.48%	114,843 $2.83 Million
Q4 2019 Jan 17, 2020	BUY	N/A	13,863 Added 14.12%	112,061 $2.8 Million
Q3 2019 Oct 17, 2019	SELL	N/A	-704 Reduced 0.71%	98,198 $2.46 Million
Q2 2019 Jul 15, 2019	BUY	N/A	11,521 Added 13.18%	98,902 $2.47 Million
Q1 2019 Apr 12, 2019	BUY	N/A	9,948 Added 12.85%	87,381 $2.16 Million
Q4 2018 Jan 18, 2019	BUY	N/A	17,045 Added 28.23%	77,433 $1.89 Million
Q3 2018 Oct 12, 2018	BUY	N/A	10,964 Added 22.18%	60,388 $1.47 Million
Q2 2018 Jul 12, 2018	BUY	N/A	17,860 Added 56.58%	49,424 $1.2 Million
Q1 2018 Apr 17, 2018	BUY	N/A	31,564 New	31,564 $772,000

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