Trellis Advisors, LLC Ishares Russell 2000 ETF Transaction History

Trellis Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	SELL	$166.81 - $188.05 $1,167 - $1,316	-7 Reduced 0.39%	1,768 $308,000
Q2 2022 Aug 05, 2022	BUY	$163.9 - $207.91 $655 - $831	4 Added 0.23%	1,775 $301,000
Q1 2022 May 04, 2022	BUY	$191.52 - $225.32 $13,023 - $15,321	68 Added 3.99%	1,771 $364,000
Q1 2021 May 07, 2021	SELL	$193.5 - $234.42 $61,339 - $74,311	-317 Reduced 15.69%	1,703 $376,000
Q1 2019 May 08, 2019	BUY	$132.25 - $158.24 $3,438 - $4,114	26 Added 1.3%	2,020 $309,000
Q4 2017 Jan 12, 2018	BUY	$145.63 - $154.3 $290,386 - $307,674	1,994	1,994 $304,000

2,661

307M

232M

524M

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

Stay updated on Trellis Advisors, LLC with notifications on news.