Sheets Smith Wealth Management Ishares Treasury Floating Rate Transaction History

Sheets Smith Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$50.37 - $50.63 $571,447 - $574,397	-11,345 Reduced 58.31%	8,110 $409,000
Q3 2024 Nov 01, 2024	SELL	$50.42 - $50.66 $27,226 - $27,356	-540 Reduced 2.7%	19,455 $984,000
Q2 2024 Jul 30, 2024	SELL	$50.44 - $50.7 $14,425 - $14,500	-286 Reduced 1.41%	19,995 $1.01 Million
Q1 2024 May 08, 2024	SELL	$50.47 - $50.7 $28,666 - $28,797	-568 Reduced 2.72%	20,281 $1.03 Million
Q4 2023 Feb 06, 2024	SELL	$50.37 - $50.75 $251 - $253	-5 Reduced 0.02%	20,849 $1.05 Million
Q3 2023 Oct 23, 2023	BUY	$50.46 - $50.74 $1.05 Million - $1.06 Million	20,854 New	20,854 $1.06 Million

438

87.1M

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