United Capital Financial Advisers, LLC Ishares Tr Esg Msci Usa Leader Transaction History

United Capital Financial Advisers, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$70.03 - $77.42 $65,057 - $71,923	-929 Reduced 8.51%	9,993 $773,000
Q1 2023 Aug 14, 2023	BUY	$65.64 - $72.48 $60,979 - $67,333	929 Added 9.3%	10,922 $778,000
Q1 2023 May 15, 2023	BUY	$65.64 - $72.48 $67,543 - $74,581	1,029 Added 10.4%	10,922 $778,000
Q4 2022 Feb 14, 2023	SELL	$63.9 - $70.88 $47,925 - $53,160	-750 Reduced 7.05%	9,893 $656,000
Q3 2022 Nov 14, 2022	BUY	$63.6 - $74.65 $3,180 - $3,732	50 Added 0.47%	10,643 $657,000

Q2 2022 Aug 11, 2022	BUY	$64.17 - $80.06 $679,752 - $848,075	10,593 New	10,593 $703,000

152

11M

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