Wealth Enhancement & Preservation Of Ga, LLC Ishares Tr Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 19, 2022	BUY	$256.71 - $281.89 $1.02 Million - $1.12 Million	3,985 Added 355.17%	5,107 $1.29 Million
Q2 2022 Sep 22, 2022	SELL	$249.77 - $300.0 $157,105 - $188,700	-629 Reduced 35.92%	1,122 $306,000
Q1 2022 May 06, 2022	BUY	$266.13 - $297.6 $77,976 - $87,196	293 Added 20.1%	1,751 $506,000
Q4 2021 Feb 02, 2022	BUY	$271.82 - $301.88 $38,326 - $42,565	141 Added 10.71%	1,458 $438,000
Q3 2021 Oct 19, 2021	BUY	$275.57 - $296.34 $15,983 - $17,187	58 Added 4.61%	1,317 $363,000

Q2 2021 Jul 22, 2021	BUY	$251.53 - $273.61 $14,337 - $15,595	57 Added 4.74%	1,259 $344,000
Q1 2021 Apr 21, 2021	SELL	$239.92 - $258.36 $1,679 - $1,808	-7 Reduced 0.58%	1,202 $309,000
Q4 2020 Feb 02, 2021	SELL	$219.61 - $245.91 $240,033 - $268,779	-1,093 Reduced 47.48%	1,209 $297,000
Q3 2020 Oct 13, 2020	BUY	$217.29 - $234.25 $71,705 - $77,302	330 Added 16.73%	2,302 $481,000
Q2 2020 Sep 08, 2020	SELL	$180.66 - $222.47 $303,147 - $373,304	-1,678 Reduced 45.97%	1,972 $400,000
Q1 2020 Apr 27, 2020	BUY	$158.63 - $221.56 $578,999 - $808,694	3,650 New	3,650 $675,000

Others Institutions Holding IYH

# of Institutions

514

Shares Held

26.8M

Call Options Held

51.3K

Put Options Held

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