IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $51.03 +0.1% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +0.7%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $94.40 -0.1% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +1.0%
|
UNP Union Pacific | $247.92 +0.8% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +16.9%
|
EOG EOG Resources | $130.67 +0.6% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +2.0%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $57.32 -0.5% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +15.4%
|
EMXC iShares MSCI Emerging Markets ex China ETF | $57.32 -0.5% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +15.4%
|
PFE Pfizer | $27.68 -0.6% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -32.7%
|
PARA Paramount Global | $12.86 +0.3% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -43.1%
|
CMI Cummins | $292.11 +1.1% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +13.2%
|
SHY iShares 1-3 Year Treasury Bond ETF | $81.34 +0.1% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | 0.0%
|
SCHP Schwab U.S. TIPS ETF | $51.56 +0.1% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -4.2%
|
DGX Quest Diagnostics | $137.01 +0.6% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | -8.9%
|
EFA iShares MSCI EAFE ETF | $79.92 +0.4% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +23.4%
|
TXN Texas Instruments | $184.57 +0.3% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +2.8%
|
TGT Target | $162.70 +1.9% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -6.1%
|
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $94.40 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +4.3%
|
FHYS Federated Hermes Short Duration High Yield ETF | $22.96 -0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +4.6%
|
FDEV Fidelity International Multifactor ETF | $27.48
| Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +24.8%
|
VUG Vanguard Growth ETF | $343.19 +0.1% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +61.5%
|
VYM Vanguard High Dividend Yield ETF | $119.20 +0.5% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +13.3%
|
IJR iShares Core S&P Small-Cap ETF | $109.00 +0.7% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +10.9%
|
SCHP Schwab U.S. TIPS ETF | $51.56 +0.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | -1.2%
|
EMR Emerson Electric | $115.55 +2.6% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +28.3%
|
UPS United Parcel Service | $147.99 +0.1% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -24.5%
|
TGT Target | $162.70 +1.9% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -2.6%
|
CLX Clorox | $141.78 +1.0% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -17.9%
|
APD Air Products and Chemicals | $248.98 +1.1% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -16.5%
|
LHX L3Harris Technologies | $218.61 +1.3% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -2.2%
|
GILD Gilead Sciences | $64.95 +0.0% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -3.5%
|
BMY Bristol-Myers Squibb | $43.91 +0.5% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -26.1%
|
GD General Dynamics | $294.73 +0.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +50.7%
|
DGX Quest Diagnostics | $137.01 +0.6% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -2.1%
|
MRK Merck & Co., Inc. | $129.96 +0.3% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $184.57 +0.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -1.2%
|
HRL Hormel Foods | $35.30 +0.5% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -24.7%
|
BLK BlackRock | $789.00 +1.4% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -8.3%
|
D Dominion Energy | $52.81 +1.3% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -30.3%
|
WM Waste Management | $210.12 +0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +81.9%
|
ABT Abbott Laboratories | $104.74 -0.2% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -9.7%
|
D Dominion Energy | $52.81 +1.3% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -22.3%
|
IRM Iron Mountain | $78.12 +0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +123.7%
|
JNJ Johnson & Johnson | $149.97 +0.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -2.0%
|
PG Procter & Gamble | $166.06 +0.6% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +35.9%
|
VTRS Viatris | $11.29 -4.4% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -16.9%
|
CLX Clorox | $141.78 +1.0% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -20.4%
|
CSCO Cisco Systems | $47.85 -0.3% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +7.4%
|
AMGN Amgen | $310.14 +0.9% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +39.8%
|
UNP Union Pacific | $247.92 +0.8% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +42.7%
|
HRL Hormel Foods | $35.30 +0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -31.0%
|
CVX Chevron | $163.95 +0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +89.6%
|
CVS CVS Health | $55.19 +0.5% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -12.8%
|
ABT Abbott Laboratories | $104.74 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +4.9%
|
AFL Aflac | $85.16 +0.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +134.7%
|
MO Altria Group | $44.67 +0.9% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +5.1%
|
BUD Anheuser-Busch InBev SA/NV | $63.42 +0.7% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +14.0%
|
BECN Beacon Roofing Supply | $93.67 +1.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +220.5%
|
BTI British American Tobacco | $30.17 +0.0% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -14.5%
|
CSCO Cisco Systems | $47.85 -0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +3.4%
|
CLX Clorox | $141.78 +1.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -38.0%
|
GLW Corning | $34.04 +0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +12.6%
|
D Dominion Energy | $52.81 +1.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -35.6%
|
DOV Dover | $184.63 +0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +76.2%
|
EMR Emerson Electric | $115.55 +2.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +85.6%
|
ENR Energizer | $29.64 +1.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -39.7%
|
HAL Halliburton | $37.54 +1.3% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +156.2%
|
JNJ Johnson & Johnson | $149.97 +0.7% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +2.1%
|
MCD McDonald's | $267.98 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +36.6%
|
MDLZ Mondelez International | $70.37 -0.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +26.3%
|
PG Procter & Gamble | $166.06 +0.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +29.9%
|
SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
|
KHC Kraft Heinz | $35.93 +0.1% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +1.9%
|
USB U.S. Bancorp | $41.79 +0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +15.1%
|
WM Waste Management | $210.12 +0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +95.4%
|
YUMC Yum China | $37.71 +1.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -28.3%
|
AMGN Amgen | $310.14 +0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +21.5%
|
CVX Chevron | $163.95 +0.9% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +131.9%
|
QCOM QUALCOMM | $180.96 +0.2% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +180.6%
|
PFE Pfizer | $27.68 -0.6% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -20.0%
|
EXC Exelon | $38.18 +1.0% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -16.1%
|
ABBV AbbVie | $161.23 +0.5% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +118.5%
|
PSX Phillips 66 | $148.97 +1.4% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +51.2%
|
CVS CVS Health | $55.19 +0.5% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +4.7%
|
BTI British American Tobacco | $30.17 +0.0% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -15.0%
|
KHC Kraft Heinz | $35.93 +0.1% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -24.8%
|
BTI British American Tobacco | $30.17 +0.0% | Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | -15.0%
|
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |