True Link Financial Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

True Link Financial Advisors, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$56.43 - $60.79 $33,350 - $35,926	-591 Reduced 9.58%	5,579 $326,000
Q1 2024 Apr 19, 2024	BUY	$56.98 - $284.98 $274,700 - $1.37 Million	4,821 Added 357.38%	6,170 $374,000
Q4 2023 Jan 19, 2024	SELL	$232.04 - $279.85 $310,237 - $374,159	-1,337 Reduced 49.78%	1,349 $373,000
Q3 2023 Oct 30, 2023	SELL	$246.15 - $272.4 $144,490 - $159,898	-587 Reduced 17.93%	2,686 $669,000
Q2 2023 Jul 20, 2023	SELL	$240.22 - $261.48 $294,029 - $320,051	-1,224 Reduced 27.22%	3,273 $855,000
Q1 2023 May 05, 2023	SELL	$237.25 - $271.72 $79,953 - $91,569	-337 Reduced 6.97%	4,497 $1.12 Million
Q4 2022 Feb 09, 2023	SELL	$44.74 - $257.0 $127,956 - $735,020	-2,860 Reduced 37.17%	4,834 $1.17 Million
Q3 2022 Nov 09, 2022	SELL	$43.85 - $263.28 $613 - $3,685	-14 Reduced 0.18%	7,694 $1.69 Million
Q2 2022 Aug 04, 2022	SELL	$219.07 - $270.08 $15,553 - $19,175	-71 Reduced 0.91%	7,708 $1.74 Million
Q1 2022 May 16, 2022	BUY	$251.21 - $285.37 $1.69 Million - $1.92 Million	6,733 Added 643.69%	7,779 $2.09 Million
Q2 2021 Aug 19, 2021	SELL	$260.21 - $276.38 $148,579 - $157,812	-571 Reduced 35.31%	1,046 $281,000
Q1 2021 May 17, 2021	SELL	$226.3 - $267.93 $264,997 - $313,746	-1,171 Reduced 42.0%	1,617 $421,000
Q4 2020 Feb 16, 2021	BUY	$187.77 - $230.69 $523,502 - $643,163	2,788 New	2,788 $641,000

2,463

1.05B

888K

55.6K

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