IWM iShares Russell 2000 ETF | $224.27 +1.9% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 10/9/2024 | +2.8%
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IVV iShares Core S&P 500 ETF | $579.45 +1.2% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 10/6/2024 | +0.7%
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FI Fiserv | $203.00 +1.1% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 9/26/2024 | +14.4%
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EFA iShares MSCI EAFE ETF | $80.25 +1.0% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 9/9/2024 | -0.5%
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VEA Vanguard FTSE Developed Markets ETF | $50.80 +1.0% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 9/9/2024 | -0.2%
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MDY SPDR S&P MidCap 400 ETF Trust | $576.69 +1.4% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 9/9/2024 | +6.7%
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IEF iShares 7-10 Year Treasury Bond ETF | $94.22 +0.1% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -4.2%
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MBB iShares MBS ETF | $92.87 +0.3% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -3.2%
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GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF | $45.95 +0.3% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -2.4%
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TLT iShares 20+ Year Treasury Bond ETF | $92.74 +0.5% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -6.9%
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CMBS iShares CMBS ETF | $47.30 -0.4% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -2.6%
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JMBS Janus Henderson Mortgage-Backed Securities ETF | $44.99 +0.5% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -3.6%
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AGZ iShares Agency Bond ETF | $108.65 +0.0% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -1.5%
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IEI iShares 3-7 Year Treasury Bond ETF | $116.39 -0.1% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -2.7%
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FTGC First Trust Global Tactical Commodity Strategy Fund | $23.65 +0.2% | Purchase $15,001 - $50,000 | 10/18/2024 | 9/6/2024 | +5.7%
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TPYP Tortoise North American Pipeline Fund | $33.02 +1.6% | Sale (Partial) $15,001 - $50,000 | 10/18/2024 | 9/6/2024 | +6.7%
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SCHP Schwab U.S. TIPS ETF | $26.24 +0.1% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -1.2%
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PALL Aberdeen Standard Physical Palladium Shares ETF | $98.69 -0.3% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | +17.6%
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TBLL Invesco Short Term Treasury ETF | $105.63 +0.0% | Purchase $15,001 - $50,000 | 10/18/2024 | 9/6/2024 | -0.1%
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IVV iShares Core S&P 500 ETF | $579.45 +1.2% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | +6.6%
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EMLP First Trust North American Energy Infrastructure Fund | $34.43 +1.8% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | +5.8%
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PPLT Aberdeen Standard Physical Platinum Shares ETF | $91.48 +1.6% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | +8.2%
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TLH iShares 10-20 Year Treasury Bond ETF | $103.57 +0.3% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -5.9%
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SHY iShares 1-3 Year Treasury Bond ETF | $82.09 0.0% | Purchase $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -1.0%
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VNQI Vanguard Global ex-U.S. Real Estate ETF | $44.19 +1.1% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 9/6/2024 | -0.8%
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MSI Motorola Solutions | $461.90 +0.8% | Purchase $1,001 - $15,000 | 8/6/2024 | 7/26/2024 | +17.3%
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GOOGL Alphabet | $169.74 +0.3% | Purchase $1,001 - $15,000 | 8/6/2024 | 7/26/2024 | +1.6%
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LRCX Lam Research | $76.40 +3.0% | Sale (Partial) $1,001 - $15,000 | 8/6/2024 | 7/26/2024 | -14.6%
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MDY SPDR S&P MidCap 400 ETF Trust | $576.69 +1.4% | Sale (Partial) $1,001 - $15,000 | 8/6/2024 | 7/18/2024 | +4.0%
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VEA Vanguard FTSE Developed Markets ETF | $50.80 +1.0% | Purchase $1,001 - $15,000 | 8/6/2024 | 7/18/2024 | +0.4%
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IVV iShares Core S&P 500 ETF | $579.45 +1.2% | Sale (Partial) $1,001 - $15,000 | 7/11/2024 | 7/4/2024 | +4.5%
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SHY iShares 1-3 Year Treasury Bond ETF | $82.09 0.0% | Sale (Partial) $1,001 - $15,000 | 7/11/2024 | 6/26/2024 | +0.6%
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SCHP Schwab U.S. TIPS ETF | $26.24 +0.1% | Purchase $1,001 - $15,000 | 7/11/2024 | 6/26/2024 | +0.7%
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JMBS Janus Henderson Mortgage-Backed Securities ETF | $44.99 +0.5% | Purchase $1,001 - $15,000 | 7/11/2024 | 6/26/2024 | +0.5%
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TLH iShares 10-20 Year Treasury Bond ETF | $103.57 +0.3% | Purchase $1,001 - $15,000 | 7/11/2024 | 6/26/2024 | -0.1%
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IEF iShares 7-10 Year Treasury Bond ETF | $94.22 +0.1% | Sale (Partial) $1,001 - $15,000 | 7/11/2024 | 6/26/2024 | +0.3%
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CMCSA Comcast | $42.56 +0.1% | Sale (Full) $1,001 - $15,000 | 7/11/2024 | 6/20/2024 | +12.4%
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MSFT Microsoft | $411.46 +0.7% | Purchase $1,001 - $15,000 | 7/11/2024 | 6/20/2024 | -7.7%
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EFA iShares MSCI EAFE ETF | $80.25 +1.0% | Sale (Partial) $15,001 - $50,000 | 7/11/2024 | 6/4/2024 | -1.3%
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GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF | $34.52 +1.3% | Purchase $1,001 - $15,000 | 7/11/2024 | 6/4/2024 | +8.7%
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SPY SPDR S&P 500 ETF Trust | $576.65 +1.2% | Purchase $1,001 - $15,000 | 7/11/2024 | 6/4/2024 | +9.1%
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MDY SPDR S&P MidCap 400 ETF Trust | $576.69 +1.4% | Sale (Partial) $1,001 - $15,000 | 7/11/2024 | 6/4/2024 | +8.0%
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VEA Vanguard FTSE Developed Markets ETF | $50.80 +1.0% | Purchase $15,001 - $50,000 | 7/11/2024 | 6/4/2024 | +0.2%
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IVW iShares S&P 500 Growth ETF | $96.83 +1.4% | Sale (Partial) $1,001 - $15,000 | 6/5/2024 | 5/31/2024 | +11.8%
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GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF | $45.95 +0.3% | Purchase $1,001 - $15,000 | 6/5/2024 | 5/31/2024 | +1.9%
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EFA iShares MSCI EAFE ETF | $80.25 +1.0% | Sale (Partial) $1,001 - $15,000 | 6/5/2024 | 5/31/2024 | -1.2%
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CMBS iShares CMBS ETF | $47.30 -0.4% | Sale (Partial) $1,001 - $15,000 | 5/7/2024 | 4/16/2024 | +2.8%
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JMBS Janus Henderson Mortgage-Backed Securities ETF | $44.99 +0.5% | Purchase $1,001 - $15,000 | 5/7/2024 | 4/16/2024 | +3.3%
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SCZ iShares MSCI EAFE Small-Cap ETF | $64.10 +1.0% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/11/2024 | +2.3%
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EFA iShares MSCI EAFE ETF | $80.25 +1.0% | Sale (Partial) $15,001 - $50,000 | 5/7/2024 | 4/11/2024 | +2.2%
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AMAT Applied Materials | $186.48 +2.6% | Purchase $1,001 - $15,000 | 5/8/2024 | 3/28/2024 | -9.6%
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HES Hess | $139.35 +0.5% | Sale (Full) $1,001 - $15,000 | 5/8/2024 | 3/28/2024 | -8.7%
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SCHP Schwab U.S. TIPS ETF | $26.24 +0.1% | Sale (Partial) $1,001 - $15,000 | 5/8/2024 | 2/20/2024 | +1.7%
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TLT iShares 20+ Year Treasury Bond ETF | $92.74 +0.5% | Purchase $1,001 - $15,000 | 5/8/2024 | 2/20/2024 | -0.1%
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IEF iShares 7-10 Year Treasury Bond ETF | $94.22 +0.1% | Sale (Partial) $1,001 - $15,000 | 5/8/2024 | 2/20/2024 | +0.3%
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TLH iShares 10-20 Year Treasury Bond ETF | $103.57 +0.3% | Purchase $1,001 - $15,000 | 5/8/2024 | 2/20/2024 | +0.4%
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LRCX Lam Research | $76.40 +3.0% | Sale (Partial) $1,001 - $15,000 | 1/8/2024 | 12/20/2023 | +1.2%
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PFE Pfizer | $27.98 +0.8% | Purchase $1,001 - $15,000 | 1/8/2024 | 12/20/2023 | +1.3%
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GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $99.89 +0.0% | Sale (Partial) $1,001 - $15,000 | 1/8/2024 | 12/12/2023 | 0.0%
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PALL Aberdeen Standard Physical Palladium Shares ETF | $98.69 -0.3% | Purchase $1,001 - $15,000 | 1/8/2024 | 12/12/2023 | +9.0%
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SHY iShares 1-3 Year Treasury Bond ETF | $82.09 0.0% | Purchase $1,001 - $15,000 | 12/12/2023 | 11/29/2023 | +0.5%
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TLT iShares 20+ Year Treasury Bond ETF | $92.74 +0.5% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/29/2023 | +0.1%
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TLH iShares 10-20 Year Treasury Bond ETF | $103.57 +0.3% | Purchase $1,001 - $15,000 | 12/12/2023 | 11/8/2023 | +4.1%
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GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF | $45.95 +0.3% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +6.2%
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MBB iShares MBS ETF | $92.87 +0.3% | Purchase $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +4.4%
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JMBS Janus Henderson Mortgage-Backed Securities ETF | $44.99 +0.5% | Purchase $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +3.7%
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GBIL Goldman Sachs Access Treasury 0-1 Year ETF | $99.89 +0.0% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +0.1%
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AGZ iShares Agency Bond ETF | $108.65 +0.0% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +2.5%
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CMBS iShares CMBS ETF | $47.30 -0.4% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +5.3%
|
TLT iShares 20+ Year Treasury Bond ETF | $92.74 +0.5% | Purchase $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +5.3%
|
SHY iShares 1-3 Year Treasury Bond ETF | $82.09 0.0% | Sale (Partial) $1,001 - $15,000 | 12/12/2023 | 11/7/2023 | +1.2%
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AES AES | $15.51 +1.8% | Sale (Full) $1,001 - $15,000 | 11/7/2023 | 10/5/2023 | +23.0%
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FEP First Trust Europe AlphaDEX Fund | $38.05 +1.2% | Sale (Full) $15,001 - $50,000 | 9/7/2023 | 8/29/2023 | +9.4%
|
BBEU JPMorgan BetaBuilders Europe ETF | $59.68 +0.7% | Purchase $15,001 - $50,000 | 9/7/2023 | 8/29/2023 | +10.6%
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