Wellspring Financial Advisors, LLC Ishares National Muni Bond ETF Transaction History

Wellspring Financial Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	SELL	$104.99 - $108.49 $385,943 - $398,809	-3,676 Reduced 24.0%	11,642 $1.27 Billion
Q4 2022 Feb 13, 2023	BUY	$101.51 - $106.72 $1.55 Million - $1.63 Million	15,318 New	15,318 $1.62 Million
Q2 2022 Aug 12, 2022	SELL	$104.73 - $109.51 $300,679 - $314,403	-2,871 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$109.33 - $116.18 $109 - $116	1 Added 0.03%	2,871 $324,000
Q4 2021 Jan 03, 2022	BUY	$115.39 - $116.62 $29,770 - $30,087	258 Added 9.88%	2,870 $345,000
Q2 2021 Aug 13, 2021	SELL	$115.91 - $117.6 $19,820 - $20,109	-171 Reduced 6.14%	2,612 $316,000
Q1 2021 May 17, 2021	BUY	$115.3 - $117.87 $19,716 - $20,155	171 Added 6.55%	2,783 $331,000
Q4 2020 Feb 16, 2021	SELL	$115.08 - $117.2 $19,678 - $20,041	-171 Reduced 6.14%	2,612 $318,000
Q1 2020 May 14, 2020	BUY	$101.52 - $117.61 $282,530 - $327,308	2,783 New	2,783 $331,000

1,507

304M

506K

427K

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