Riverpoint Wealth Management Holdings, LLC Ishares U S ETF Tr Int Rate He Transaction History

Riverpoint Wealth Management Holdings, LLC

$390 Million
Q3 2024

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 10, 2021	SELL	$95.36 - $96.62 $255,088 - $258,458	-2,675 Closed	0 $0
Q1 2021 May 04, 2021	SELL	$94.42 - $96.52 $975,075 - $996,762	-10,327 Reduced 79.43%	2,675 $258,000
Q4 2020 Feb 23, 2021	BUY	$91.54 - $95.54 $123,395 - $128,787	1,348 Added 11.57%	13,002 $1.24 Million
Q3 2020 Nov 10, 2020	BUY	$90.35 - $92.21 $247,920 - $253,024	2,744 Added 30.8%	11,654 $1.06 Million
Q2 2020 Aug 03, 2020	BUY	$81.0 - $90.22 $47,709 - $53,139	589 Added 7.08%	8,910 $801,000
Q1 2020 May 11, 2020	BUY	$72.2 - $96.11 $7,653 - $10,187	106 Added 1.29%	8,321 $691,000
Q4 2019 Feb 18, 2020	BUY	$92.19 - $96.19 $51,442 - $53,674	558 Added 7.29%	8,215 $790,000
Q3 2019 Oct 30, 2019	BUY	$91.78 - $94.43 $34,509 - $35,505	376 Added 5.16%	7,657 $712,000
Q2 2019 Aug 12, 2019	BUY	$92.3 - $94.62 $330,987 - $339,307	3,586 Added 97.05%	7,281 $685,000
Q1 2019 May 14, 2019	BUY	$90.21 - $93.67 $59,809 - $62,103	663 Added 21.87%	3,695 $345,000
Q4 2018 Feb 13, 2019	BUY	$90.67 - $97.25 $41,436 - $44,443	457 Added 17.75%	3,032 $275,000
Q3 2018 Nov 01, 2018	BUY	$95.54 - $97.16 $246,015 - $250,187	2,575 New	2,575 $249,000

Others Institutions Holding LQDH

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Shares Held

3.45M

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Put Options Held

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