Wescott Financial Advisory Group, LLC Ishares U.S. Treasury Bond ETF Transaction History

Wescott Financial Advisory Group, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	$21.6 - $23.13 $3,520 - $3,770	163 Added 0.99%	16,579 $381,000
Q3 2023 Nov 09, 2023	BUY	$21.99 - $23.01 $46,486 - $48,643	2,114 Added 14.78%	16,416 $361,000
Q2 2023 Aug 11, 2023	BUY	$22.87 - $23.59 $1,989 - $2,052	87 Added 0.61%	14,302 $327,000
Q1 2023 May 10, 2023	SELL	$22.54 - $23.5 $19,046 - $19,857	-845 Reduced 5.61%	14,215 $332,000
Q4 2022 Feb 06, 2023	BUY	$22.18 - $23.3 $2,528 - $2,656	114 Added 0.76%	15,060 $342,000
Q3 2022 Nov 14, 2022	BUY	$22.58 - $24.36 $337,480 - $364,084	14,946 New	14,946 $340,000

775

1.06B

7.5K

761K

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