Wealthpoint, LLC Ishares Tr Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 24, 2023	BUY	$102.83 - $105.23 $291,111 - $297,906	2,831 New	2,831 $291,000
Q2 2021 Jul 26, 2021	SELL	$114.9 - $115.97 $397,324 - $401,024	-3,458 Closed	0 $0
Q1 2021 Apr 27, 2021	BUY	$114.79 - $117.59 $396,943 - $406,626	3,458 New	3,458 $397,000
Q2 2020 Aug 06, 2020	SELL	$114.67 - $117.72 $297,912 - $305,836	-2,598 Closed	0 $0
Q1 2020 Apr 16, 2020	BUY	$109.93 - $116.9 $285,598 - $303,706	2,598 New	2,598 $298,000
Q2 2019 Aug 08, 2019	SELL	$109.65 - $112.31 $505,815 - $518,086	-4,613 Closed	0 $0
Q1 2019 May 16, 2019	BUY	$108.03 - $110.44 $484,406 - $495,212	4,484 Added 3475.97%	4,613 $509,000
Q4 2018 Feb 15, 2019	BUY	$106.45 - $108.22 $13,732 - $13,960	129 New	129 $14,000

Others Institutions Holding GVI

# of Institutions

275

Shares Held

25.7M

Call Options Held

0

Put Options Held

2.9K

About ISHARES TR

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