Wetherby Asset Management Inc Ishares U.S. Treasury Bond ETF Transaction History

Wetherby Asset Management Inc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$22.12 - $22.75 $2,919 - $3,003	132 Added 1.2%	11,125 $251,000
Q1 2024 May 15, 2024	BUY	$22.51 - $23.08 $2,318 - $2,377	103 Added 0.95%	10,993 $250,000
Q4 2023 Feb 14, 2024	BUY	$21.6 - $23.13 $237 - $254	11 Added 0.1%	10,890 $250,000
Q3 2023 Nov 14, 2023	SELL	$21.99 - $23.01 $46,948 - $49,126	-2,135 Reduced 16.41%	10,879 $239,000
Q1 2023 May 12, 2023	BUY	$22.54 - $23.5 $52,270 - $54,496	2,319 Added 21.68%	13,014 $304,000
Q4 2022 Feb 14, 2023	BUY	$22.18 - $23.3 $237,215 - $249,193	10,695 New	10,695 $242,000

775

1.06B

7.5K

761K

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