West Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

West Financial Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 11, 2024	SELL	$87.61 - $110.11 $1,839 - $2,312	-21 Reduced 21.0%	79 $8,000
Q2 2023 Jul 07, 2023	BUY	$91.14 - $99.81 $1,184 - $1,297	13 Added 14.94%	100 $9,000
Q4 2022 Jan 10, 2023	SELL	$89.09 - $102.13 $10,334 - $11,847	-116 Reduced 57.14%	87 $0
Q3 2022 Oct 11, 2022	SELL	$87.04 - $106.5 $74,245 - $90,844	-853 Reduced 80.78%	203 $18,000
Q4 2021 Jan 19, 2022	SELL	$108.26 - $120.32 $6,820 - $7,580	-63 Reduced 5.63%	1,056 $121,000
Q4 2020 Feb 22, 2021	SELL	$71.23 - $92.42 $4,273 - $5,545	-60 Reduced 5.09%	1,119 $103,000
Q4 2020 Feb 02, 2021	BUY	$71.23 - $92.42 $83,980 - $108,963	1,179 New	1,179 $81 Million

2,538

496M

771K

97.4K

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