Financial Advocates Investment Management Ishares Tr Russell 1000 ETF Transaction History

Financial Advocates Investment Management

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$283.28 - $314.39 $26 Million - $28.9 Million	91,935 New	91,935 $28.9 Million
Q1 2024 May 01, 2024	SELL	$257.46 - $288.1 $10.9 Million - $12.2 Million	-42,291 Reduced 83.4%	8,416 $2.42 Million
Q4 2023 Feb 08, 2024	BUY	$225.16 - $263.17 $11.4 Million - $13.3 Million	50,707 New	50,707 $13.3 Million
Q4 2022 Feb 14, 2023	BUY	$196.94 - $224.49 $288,714 - $329,102	1,466 New	1,466 $308,000
Q1 2020 Apr 29, 2020	SELL	$122.99 - $188.06 $167,512 - $256,137	-1,362 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$159.7 - $178.97 $57,491 - $64,429	-360 Reduced 20.91%	1,362 $243,000
Q3 2019 Nov 13, 2019	SELL	$163.68 - $167.08 $671,906 - $685,863	-4,105 Reduced 70.45%	1,722 $283,000
Q2 2019 Aug 08, 2019	SELL	N/A	-563 Reduced 8.81%	5,827 $949,000
Q1 2019 May 16, 2019	BUY	N/A	5,834 Added 1049.28%	6,390 $1.01 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-1,799 Reduced 76.39%	556 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-145 Reduced 5.8%	2,355 $0
Q2 2018 Aug 09, 2018	SELL	N/A	-129 Reduced 4.91%	2,500 $381,000
Q1 2018 May 11, 2018	BUY	N/A	479 Added 22.28%	2,629 $386,000
Q4 2017 Feb 15, 2018	BUY	N/A	2,150	2,150 $320,000

1,396

92.8M

221K

52.5K

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