Wealth Architects, LLC Ishares Msci Kld 400 Social Et Transaction History

Wealth Architects, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$101.98 - $115.66 $23,353 - $26,486	229 Added 6.67%	3,662 $375,000
Q1 2025 May 12, 2025	SELL	$101.98 - $115.66 $23,353 - $26,486	-229 Reduced 6.25%	3,433 $351,000
Q3 2024 Oct 31, 2024	SELL	$97.81 - $108.79 $233,765 - $260,008	-2,390 Reduced 39.49%	3,662 $398,000
Q2 2024 Aug 08, 2024	BUY	$94.27 - $104.77 $269,612 - $299,642	2,860 Added 89.6%	6,052 $628,000
Q1 2024 May 13, 2024	BUY	$89.27 - $100.81 $284,949 - $321,785	3,192 New	3,192 $321,000

643

24.4M

2.5K

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