Rooted Wealth Advisors, Inc. Ishares Trust Ishares Esg Awar Transaction History

Rooted Wealth Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 21, 2023	SELL	$93.48 - $100.86 $17,293 - $18,659	-185 Reduced 8.02%	2,121 $210,000
Q2 2023 Aug 03, 2023	SELL	$88.97 - $97.46 $170,288 - $186,538	-1,914 Reduced 45.36%	2,306 $225,000
Q1 2023 Apr 26, 2023	SELL	$84.05 - $92.64 $143,137 - $157,765	-1,703 Reduced 28.75%	4,220 $383,000
Q4 2022 Feb 13, 2023	BUY	$82.9 - $90.53 $491,016 - $536,209	5,923 New	5,923 $502,000

787

99M

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