West Financial Advisors, LLC Ishares Core S&P 500 ETF Transaction History

West Financial Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 10, 2023	SELL	$357.98 - $409.32 $39,019 - $44,615	-109 Reduced 17.33%	520 $0
Q3 2022 Oct 11, 2022	BUY	$358.65 - $432.04 $39,092 - $47,092	109 Added 20.96%	629 $226,000
Q1 2022 Apr 18, 2022	SELL	$418.06 - $479.84 $28,010 - $32,149	-67 Reduced 11.41%	520 $236,000
Q3 2021 Oct 13, 2021	BUY	$426.8 - $455.27 $28,595 - $30,503	67 Added 12.88%	587 $253,000
Q4 2020 Feb 02, 2021	BUY	$327.62 - $375.39 $170,362 - $195,202	520 New	520 $161 Million

3,444

687M

1.45M

1.1M

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