Strategic Financial Concepts, LLC Ishares S&P 500 Growth ETF Transaction History

Strategic Financial Concepts, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$82.96 - $110.1 $60,311 - $80,042	-727 Reduced 15.56%	3,946 $434 Million
Q1 2025 Apr 28, 2025	SELL	$92.45 - $106.69 $3,790 - $4,374	-41 Reduced 0.87%	4,673 $434 Million
Q4 2024 Jan 30, 2025	SELL	$94.43 - $105.47 $39.8 Million - $44.4 Million	-421,178 Reduced 98.89%	4,714 $479 Million
Q4 2024 Jan 27, 2025	BUY	$94.43 - $105.47 $39.8 Million - $44.5 Million	421,703 Added 10066.91%	425,892 $479 Million
Q3 2024 Nov 12, 2024	SELL	$84.77 - $97.13 $29.4 Million - $33.7 Million	-347,008 Reduced 98.81%	4,189 $401 Million

Q2 2024 Aug 06, 2024	BUY	$79.31 - $93.31 $27.6 Million - $32.4 Million	347,407 Added 9166.41%	351,197 $26 Million
Q1 2024 Apr 22, 2024	BUY	$72.87 - $85.14 $276,177 - $322,680	3,790 New	3,790 $320 Million
Q3 2023 Nov 07, 2023	BUY	$68.05 - $72.66 $7,961 - $8,501	117 Added 3.09%	3,904 $267 Million
Q2 2023 Sep 06, 2023	BUY	$63.21 - $70.48 $63 - $70	1 Added 0.03%	3,787 $267 Million
Q1 2023 Sep 06, 2023	BUY	$57.25 - $63.89 $216,748 - $241,887	3,786 New	3,786 $242 Million

2,174

420M

212K

158K

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