Roth Financial Partners LLC Ishares Core U.S. Aggregate Bo Transaction History

Roth Financial Partners LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$93.85 - $98.43 $2,440 - $2,559	-26 Reduced 0.96%	2,677 $251,000
Q2 2023 Jul 14, 2023	SELL	$97.49 - $100.53 $108,213 - $111,588	-1,110 Reduced 29.11%	2,703 $264,000
Q4 2022 Jan 19, 2023	BUY	$93.63 - $99.69 $99,247 - $105,671	1,060 Added 38.5%	3,813 $0
Q3 2022 Oct 07, 2022	BUY	$95.54 - $104.23 $263,021 - $286,945	2,753 New	2,753 $265,000

1,936

1.04B

68.7K

176K

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