Shira Ridge Wealth Management Ishares Msci Usa Min Vol Facto Transaction History

Shira Ridge Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$77.86 - $83.58 $160,313 - $172,091	-2,059 Reduced 45.81%	2,436 $204 Million
Q4 2023 Jan 10, 2024	SELL	$70.56 - $78.63 $53,837 - $59,994	-763 Reduced 14.51%	4,495 $351 Million
Q3 2023 Oct 10, 2023	SELL	$72.38 - $76.06 $7,744 - $8,138	-107 Reduced 1.99%	5,258 $381 Million
Q2 2023 Jul 12, 2023	SELL	$71.44 - $74.33 $94,015 - $97,818	-1,316 Reduced 19.7%	5,365 $399 Million
Q1 2023 May 08, 2023	BUY	$69.12 - $73.78 $12,579 - $13,427	182 Added 2.8%	6,681 $486 Million
Q4 2022 Jan 12, 2023	BUY	$65.75 - $75.5 $427,309 - $490,674	6,499 New	6,499 $469 Million

1,245

212M

16.1K

102K

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