Curi Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Curi Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$225.16 - $263.17 $12,834 - $15,000	57 Added 0.78%	7,372 $1.93 Million
Q3 2023 Nov 06, 2023	BUY	$234.05 - $252.17 $53,597 - $57,746	229 Added 3.23%	7,315 $1.72 Million
Q2 2023 Jul 31, 2023	BUY	$221.85 - $243.74 $4,215 - $4,631	19 Added 0.27%	7,086 $1.73 Million
Q1 2023 May 03, 2023	SELL	$208.78 - $230.55 $17,537 - $19,366	-84 Reduced 1.17%	7,067 $1.59 Million
Q4 2022 Feb 03, 2023	BUY	$196.94 - $224.49 $27,768 - $31,653	141 Added 2.01%	7,151 $1.51 Million
Q3 2022 Nov 08, 2022	BUY	$197.33 - $237.63 $1.38 Million - $1.67 Million	7,010 New	7,010 $1.38 Million

1,397

92.9M

221K

52.5K

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