Eisner Amper Wealth Management Corporate Benefits, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$72.11 - $75.67 $3.19 Million - $3.35 Million	-44,284 Reduced 93.63%	3,013 $218,000
Q2 2023 Jul 11, 2023	SELL	$74.96 - $77.47 $106,593 - $110,162	-1,422 Reduced 2.92%	47,297 $3.56 Million
Q1 2023 Apr 04, 2023	BUY	$73.57 - $77.31 $76,807 - $80,711	1,044 Added 2.19%	48,719 $3.74 Million
Q4 2022 Jan 03, 2023	BUY	$71.64 - $76.32 $22,781 - $24,269	318 Added 0.67%	47,675 $3.54 Million
Q3 2022 Oct 03, 2022	SELL	$72.72 - $79.93 $14,907 - $16,385	-205 Reduced 0.43%	47,357 $3.48 Million
Q2 2022 Jul 01, 2022	BUY	$75.37 - $81.44 $267,337 - $288,867	3,547 Added 8.06%	47,562 $3.69 Million
Q1 2022 Apr 01, 2022	BUY	$81.03 - $87.06 $23,579 - $25,334	291 Added 0.67%	44,015 $3.61 Million
Q4 2021 Jan 03, 2022	SELL	$87.51 - $89.66 $14,876 - $15,242	-170 Reduced 0.39%	43,724 $3.83 Million
Q3 2021 Oct 01, 2021	BUY	$89.41 - $91.32 $847,249 - $865,348	9,476 Added 27.53%	43,894 $3.93 Million
Q2 2021 Jul 01, 2021	BUY	$88.27 - $90.15 $277,256 - $283,161	3,141 Added 10.04%	34,418 $3.1 Million
Q1 2021 Apr 01, 2021	BUY	$88.61 - $92.83 $204,068 - $213,787	2,303 Added 7.95%	31,277 $2.78 Million
Q4 2020 Jan 04, 2021	BUY	$92.55 - $93.62 $134,660 - $136,217	1,455 Added 5.29%	28,974 $2.69 Million
Q3 2020 Oct 01, 2020	BUY	$93.08 - $94.37 $2.56 Million - $2.6 Million	27,519 New	27,519 $2.57 Million

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$578 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$576 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$550 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$463 Million
0.04% of portfolio

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