Wealthpoint, LLC Ishares Tr Ishares Core Msci E Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$44.4 - $54.03 $178,932 - $217,740	-4,030 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$47.29 - $58.81 $87,722 - $109,092	-1,855 Reduced 31.52%	4,030 $215,000
Q4 2021 Feb 11, 2022	BUY	$55.82 - $59.86 $123,585 - $132,530	2,214 Added 60.31%	5,885 $342,000
Q3 2021 Nov 01, 2021	SELL	$55.75 - $60.04 $1,282 - $1,380	-23 Reduced 0.62%	3,671 $206,000
Q2 2021 Jul 26, 2021	BUY	$54.85 - $59.82 $202,615 - $220,975	3,694 New	3,694 $212,000
Q3 2019 Nov 14, 2019	SELL	$45.36 - $46.3 $342,468 - $349,565	-7,550 Closed	0 $0
Q2 2019 Aug 08, 2019	SELL	N/A	-315 Reduced 4.01%	7,550 $352,000
Q1 2019 May 16, 2019	BUY	N/A	211 Added 2.76%	7,865 $361,000
Q4 2018 Feb 15, 2019	BUY	N/A	7,654 New	7,654 $316,000

Others Institutions Holding IEUR

# of Institutions

325

Shares Held

52.5M

Call Options Held

500

Put Options Held

0

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