Wealthsource Partners, LLC Ishares Tr Ishares Core Msci E Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 12, 2020	SELL	$31.74 - $50.24 $905,573 - $1.43 Million	-28,531 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$44.15 - $49.95 $785,428 - $888,610	-17,790 Reduced 38.41%	28,531 $1.42 Million
Q3 2019 Nov 15, 2019	BUY	$45.36 - $46.3 $1.16 Million - $1.19 Million	25,611 Added 123.66%	46,321 $2.12 Million
Q2 2019 Aug 09, 2019	BUY	N/A	577 Added 2.87%	20,710 $965,000
Q1 2019 May 16, 2019	BUY	N/A	1,767 Added 9.62%	20,133 $924,000
Q4 2018 Feb 06, 2019	SELL	N/A	-2,841 Reduced 13.4%	18,366 $759,000
Q3 2018 Nov 13, 2018	BUY	N/A	6,605 Added 45.23%	21,207 $1.02 Million
Q2 2018 Aug 14, 2018	BUY	N/A	4,192 Added 40.27%	14,602 $695,000
Q1 2018 Apr 16, 2018	BUY	N/A	10,410 New	10,410 $517,000
Q1 2018 Apr 16, 2018	SELL	N/A	-5,434 Closed	0 $0
Q4 2017 Feb 16, 2018	BUY	N/A	5,434	5,434 $273,000

Others Institutions Holding IEUR

# of Institutions

323

Shares Held

52.5M

Call Options Held

500

Put Options Held

0

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