Williams Jones Wealth Management, Llc. Ishares Tr Transaction History

Williams Jones Wealth Management, Llc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 15, 2021	SELL	$112.53 - $119.9 $498,732 - $531,396	-4,432 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$114.14 - $123.06 $74,191 - $79,989	650 Added 17.19%	4,432 $517,000
Q3 2020 Nov 13, 2020	SELL	$77.43 - $86.72 $34,688 - $38,850	-448 Reduced 10.59%	3,782 $308,000
Q1 2020 May 15, 2020	BUY	$62.67 - $107.3 $45,749 - $78,329	730 Added 20.86%	4,230 $311,000
Q3 2019 Nov 14, 2019	BUY	$100.87 - $103.22 $353,045 - $361,270	3,500 New	3,500 $357,000

1,360

70.5M

1.1M

383K

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