Strategic Wealth Partners Group LLC Ishares Core U.S. Aggregate Bo Transaction History

Strategic Wealth Partners Group LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$97.49 - $100.53 $150,817 - $155,519	1,547 New	1,547 $151,000
Q3 2022 Nov 08, 2022	BUY	$95.54 - $104.23 $141,590 - $154,468	1,482 Added 27.75%	6,822 $657,000
Q2 2022 Aug 12, 2022	SELL	$99.01 - $106.84 $2.84 Million - $3.07 Million	-28,718 Reduced 84.32%	5,340 $543,000
Q1 2022 May 12, 2022	SELL	$106.1 - $113.3 $10.3 Million - $11 Million	-96,905 Reduced 73.99%	34,058 $3.65 Million
Q4 2021 Feb 11, 2022	BUY	$113.45 - $115.33 $11.2 Million - $11.4 Million	99,077 Added 310.72%	130,963 $14.9 Million
Q3 2021 Nov 12, 2021	BUY	$114.77 - $116.58 $553,306 - $562,032	4,821 Added 17.81%	31,886 $3.66 Million
Q1 2021 May 17, 2021	SELL	$113.42 - $118.04 $3.73 Million - $3.88 Million	-32,895 Reduced 54.86%	27,065 $3.08 Million
Q4 2020 Feb 11, 2021	BUY	$117.06 - $118.42 $6.7 Million - $6.78 Million	57,232 Added 2097.95%	59,960 $7.09 Million
Q3 2020 Nov 13, 2020	BUY	$117.95 - $119.63 $45,882 - $46,536	389 Added 16.63%	2,728 $322,000
Q2 2020 Aug 13, 2020	SELL	$114.73 - $118.21 $787,621 - $811,511	-6,865 Reduced 74.59%	2,339 $276,000
Q1 2020 May 14, 2020	BUY	$106.57 - $117.86 $980,870 - $1.08 Million	9,204 New	9,204 $0

1,968

1.07B

115K

548K

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