Tria Gen Wealth Management LLC Ishares Agency Bond ETF Transaction History

Tria Gen Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$107.21 - $111.93 $39,453 - $41,190	368 Added 3.33%	11,418 $1.26 Million
Q1 2022 Apr 29, 2022	BUY	$112.17 - $116.88 $363,767 - $379,041	3,243 Added 41.54%	11,050 $1.24 Million
Q4 2021 Feb 09, 2022	BUY	$117.17 - $118.58 $3,866 - $3,913	33 Added 0.42%	7,807 $915,000
Q3 2021 Nov 10, 2021	BUY	$118.21 - $119.37 $49,884 - $50,374	422 Added 5.74%	7,774 $921,000
Q2 2021 Aug 02, 2021	BUY	$117.83 - $118.68 $487,580 - $491,097	4,138 Added 128.75%	7,352 $877,000
Q1 2021 Apr 26, 2021	SELL	$117.69 - $119.61 $12,004 - $12,200	-102 Reduced 3.08%	3,214 $378,000
Q4 2020 Feb 02, 2021	BUY	$119.34 - $121.14 $395,731 - $401,700	3,316 New	3,316 $396,000

148

3.97M

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