Traphagen Investment Advisors LLC Ishares Esg Aware Msci Usa Sma Transaction History

Traphagen Investment Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Jun 17, 2024	SELL	$35.57 - $40.83 $181,904 - $208,804	-5,114 Closed	0 $0
Q4 2021 Jun 17, 2024	BUY	$38.24 - $42.82 $195,559 - $218,981	5,114 New	5,114 $206 Million
Q3 2021 Jun 17, 2024	BUY	$37.66 - $40.76 $9,452 - $10,230	251 Added 5.03%	5,240 $204 Million
Q2 2021 Jun 17, 2024	SELL	$38.02 - $40.93 $152 - $163	-4 Reduced 0.08%	4,989 $201 Million
Q1 2021 Jun 17, 2024	BUY	$33.7 - $40.38 $168,264 - $201,617	4,993 New	4,993 $454 Million
Q3 2020 Jun 17, 2024	BUY	$24.55 - $27.91 $123,658 - $140,582	5,037 New	5,037 $384 Million

401

33.7M

Get notified when there are updates to the investment portfolio of Traphagen Investment Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on Traphagen Investment Advisors LLC with notifications on news.