Wells Trecaso Financial Group, LLC Ishares Russell2000 Val ETF Transaction History

Wells Trecaso Financial Group, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$145.61 - $158.81 $22,860 - $24,933	-157 Reduced 10.95%	1,277 $202,000
Q4 2023 Jan 19, 2024	BUY	$125.51 - $158.2 $179,981 - $226,858	1,434 New	1,434 $222,000
Q2 2023 Jul 20, 2023	BUY	$128.93 - $142.33 $184,885 - $204,101	1,434 New	1,434 $201,000
Q2 2022 Jul 27, 2022	SELL	$134.47 - $162.71 $192,829 - $233,326	-1,434 Closed	0 $0
Q4 2021 Jan 31, 2022	SELL	$157.31 - $176.88 $11,798 - $13,266	-75 Reduced 4.97%	1,434 $238,000
Q1 2021 Apr 19, 2021	BUY	$130.0 - $169.53 $196,170 - $255,820	1,509 New	1,509 $241,000
Q1 2020 Apr 17, 2020	SELL	$71.79 - $129.5 $162,173 - $292,540	-2,259 Closed	0 $0
Q1 2019 Apr 18, 2019	BUY	$107.18 - $125.8 $242,119 - $284,182	2,259 New	2,259 $271,000
Q4 2018 Jan 28, 2019	SELL	$102.04 - $131.92 $184,590 - $238,643	-1,809 Closed	0 $0
Q1 2018 Apr 23, 2018	BUY	$118.48 - $130.86 $214,330 - $236,725	1,809 New	1,809 $220,000

998

59.5M

280K

140K

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