Wells Trecaso Financial Group, LLC Ishares Russell 1000 Gr ETF Transaction History

Wells Trecaso Financial Group, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$316.15 - $367.33 $55,326 - $64,282	-175 Reduced 24.17%	549 $200,000
Q1 2024 Apr 24, 2024	SELL	$294.43 - $339.01 $29,443 - $33,901	-100 Reduced 12.14%	724 $244,000
Q4 2023 Jan 19, 2024	SELL	$256.94 - $304.21 $38,541 - $45,631	-150 Reduced 15.4%	824 $249,000
Q3 2023 Oct 23, 2023	BUY	$263.8 - $285.38 $1,846 - $1,997	7 Added 0.72%	974 $259,000
Q2 2023 Jul 20, 2023	BUY	$239.31 - $275.18 $231,412 - $266,099	967 New	967 $266,000
Q4 2018 Jan 28, 2019	SELL	N/A	-4,485 Closed	0 $0
Q3 2018 Oct 22, 2018	SELL	N/A	-11 Reduced 0.24%	4,485 $700,000
Q1 2018 Apr 23, 2018	BUY	N/A	4,496 New	4,496 $612,000

2,217

204M

346K

136K

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