Soundmark Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Soundmark Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$257.46 - $288.1 $45,055 - $50,417	-175 Reduced 4.54%	3,683 $1.06 Million
Q4 2023 Jan 09, 2024	BUY	$225.16 - $263.17 $3,152 - $3,684	14 Added 0.36%	3,858 $1.01 Million
Q2 2023 Jul 13, 2023	SELL	$221.85 - $243.74 $887 - $974	-4 Reduced 0.1%	3,844 $936,000
Q1 2023 Apr 10, 2023	BUY	$208.78 - $230.55 $1,252 - $1,383	6 Added 0.16%	3,848 $866,000
Q4 2022 Jan 12, 2023	BUY	$196.94 - $224.49 $3,151 - $3,591	16 Added 0.42%	3,842 $0
Q2 2022 Jul 11, 2022	BUY	$201.03 - $253.2 $1,206 - $1,519	6 Added 0.16%	3,826 $795,000
Q1 2022 Apr 11, 2022	BUY	$230.48 - $266.11 $1,152 - $1,330	5 Added 0.13%	3,820 $955,000
Q4 2021 Jan 18, 2022	BUY	$241.33 - $266.02 $2,654 - $2,926	11 Added 0.29%	3,815 $1.01 Million
Q2 2021 Jul 13, 2021	BUY	$226.48 - $242.11 $2,264 - $2,421	10 Added 0.26%	3,804 $921,000
Q4 2020 Jan 27, 2021	BUY	$182.85 - $211.84 $693,732 - $803,720	3,794 New	3,794 $804,000

1,373

93.2M

221K

52.5K

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