Wealth Management Associates, Inc. Ishares Russell 1000 Val ETF Transaction History

Wealth Management Associates, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 May 28, 2025	SELL	$140.99 - $168.41 $312,856 - $373,701	-2,219 Closed	0 $0
Q1 2022 May 28, 2025	SELL	$157.15 - $170.51 $17,129 - $18,585	-109 Reduced 4.68%	2,219 $368 Million
Q4 2021 May 28, 2025	SELL	$157.12 - $168.08 $1,728 - $1,848	-11 Reduced 0.47%	2,328 $391 Million
Q3 2021 May 28, 2025	SELL	$154.62 - $164.07 $29,996 - $31,829	-194 Reduced 7.66%	2,339 $366 Million
Q2 2021 May 28, 2025	BUY	$152.86 - $162.4 $185,266 - $196,828	1,212 Added 91.75%	2,533 $402 Million
Q1 2021 May 28, 2025	BUY	$134.89 - $153.0 $178,189 - $202,113	1,321 New	1,321 $200 Million

1,907

279M

617K

5.88M

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