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

Soundmark Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$151.73 - $163.56 $4,400 - $4,743	-29 Reduced 0.5%	5,806 $881,000
Q2 2023 Jul 13, 2023	SELL	$148.55 - $157.83 $9,655 - $10,258	-65 Reduced 1.1%	5,835 $920,000
Q1 2022 Apr 11, 2022	SELL	$157.15 - $170.51 $7,386 - $8,013	-47 Reduced 0.79%	5,900 $980,000
Q4 2021 Jan 18, 2022	SELL	$157.12 - $168.08 $35,194 - $37,649	-224 Reduced 3.63%	5,947 $999,000
Q3 2021 Oct 13, 2021	SELL	$154.62 - $164.07 $17,626 - $18,703	-114 Reduced 1.81%	6,171 $966,000
Q2 2021 Jul 13, 2021	BUY	$152.86 - $162.4 $17,426 - $18,513	114 Added 1.85%	6,285 $994,000
Q4 2020 Jan 27, 2021	BUY	$115.84 - $136.73 $714,848 - $843,760	6,171 New	6,171 $844,000

1,743

255M

606K

653K

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