Tria Gen Wealth Management LLC Ishares Core S&P Mid Cap ETF Transaction History

Tria Gen Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$57.21 - $65.8 $114,820 - $132,060	2,007 Added 19.89%	12,100 $706,000
Q4 2024 Jan 23, 2025	BUY	$61.68 - $67.87 $111,517 - $122,708	1,808 Added 21.82%	10,093 $628,000
Q3 2024 Oct 18, 2024	BUY	$57.32 - $62.65 $81,852 - $89,464	1,428 Added 20.83%	8,285 $516,000
Q2 2024 Jul 18, 2024	BUY	$56.43 - $60.79 $167,484 - $180,424	2,968 Added 76.32%	6,857 $401,000
Q1 2024 Apr 23, 2024	BUY	$56.98 - $284.98 $221,595 - $1.11 Million	3,889 New	3,889 $236,000

2,792

1.18B

569K

75.3K

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