Wellspring Financial Advisors, LLC Ishares Core U.S. Aggregate Bo Transaction History

Wellspring Financial Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	SELL	$96.32 - $100.79 $8,379 - $8,768	-87 Reduced 2.0%	4,267 $425 Million
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $407,665 - $434,050	4,354 New	4,354 $422,000
Q2 2022 Aug 12, 2022	SELL	$99.01 - $106.84 $276,237 - $298,083	-2,790 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$106.1 - $113.3 $35,225 - $37,615	-332 Reduced 10.63%	2,790 $299,000
Q4 2021 Jan 03, 2022	BUY	$113.45 - $115.33 $1,701 - $1,729	15 Added 0.48%	3,122 $356,000
Q3 2021 Nov 12, 2021	SELL	$114.77 - $116.58 $4,935 - $5,012	-43 Reduced 1.37%	3,107 $357,000
Q2 2021 Aug 13, 2021	SELL	$113.78 - $115.33 $419,506 - $425,221	-3,687 Reduced 53.93%	3,150 $363,000
Q1 2021 May 17, 2021	BUY	$113.42 - $118.04 $262,340 - $273,026	2,313 Added 51.13%	6,837 $789,000
Q4 2020 Feb 16, 2021	SELL	$117.06 - $118.42 $250,391 - $253,300	-2,139 Reduced 32.1%	4,524 $535,000
Q3 2020 Nov 13, 2020	SELL	$117.95 - $119.63 $8,846 - $8,972	-75 Reduced 1.11%	6,663 $787,000
Q2 2020 Aug 14, 2020	SELL	$114.73 - $118.21 $11,358 - $11,702	-99 Reduced 1.45%	6,738 $797,000
Q1 2020 May 14, 2020	BUY	$106.57 - $117.86 $728,619 - $805,808	6,837 New	6,837 $789,000

1,968

1.07B

115K

548K

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