Octavia Wealth Advisors, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Octavia Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$45.48 - $47.98 $14.4 Million - $15.2 Million	-317,664 Reduced 97.58%	7,863 $377,000
Q4 2023 Jan 30, 2024	BUY	$47.04 - $52.37 $1.49 Million - $1.66 Million	31,625 Added 10.76%	325,527 $15.3 Million
Q3 2023 Oct 30, 2023	BUY	$49.66 - $52.91 $430,750 - $458,941	8,674 Added 3.04%	293,902 $15.1 Million
Q2 2023 Jul 18, 2023	BUY	$48.08 - $52.9 $975,735 - $1.07 Million	20,294 Added 7.66%	285,228 $14.1 Million
Q1 2023 Apr 20, 2023	BUY	$50.03 - $54.48 $771,212 - $839,809	15,415 Added 6.18%	264,934 $13.6 Million
Q4 2022 Jan 19, 2023	BUY	$53.73 - $58.49 $13.4 Million - $14.6 Million	249,519 New	249,519 $0

2.88M

14.1K

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