IWB iShares Russell 1000 ETF | $307.06 +0.4% | Sale (Partial) $500,001 - $1,000,000 | 7/12/2024 | 6/13/2024 | +3.8%
|
PH Parker-Hannifin | $586.05 +0.6% | Purchase $15,001 - $50,000 | 7/12/2024 | 6/12/2024 | +10.0%
|
CMCSA Comcast | $39.94 -0.2% | Sale (Partial) $15,001 - $50,000 | 7/12/2024 | 6/12/2024 | +5.6%
|
NKE NIKE | $83.97 +0.5% | Sale (Partial) $15,001 - $50,000 | 7/12/2024 | 6/12/2024 | -10.3%
|
IWB iShares Russell 1000 ETF | $307.06 +0.4% | Sale (Partial) $50,001 - $100,000 | 7/12/2024 | 6/12/2024 | +3.9%
|
IWB iShares Russell 1000 ETF | $307.06 +0.4% | Sale (Partial) $100,001 - $250,000 | 6/7/2024 | 5/8/2024 | +8.0%
|
ZTS Zoetis | $182.81 -0.4% | Sale (Partial) $1,001 - $15,000 | 5/1/2024 | 4/3/2024 | +12.2%
|
ZTS Zoetis | $182.81 -0.4% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | -5.8%
|
GS The Goldman Sachs Group | $496.40 -0.2% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +29.6%
|
OLLI Ollie's Bargain Outlet | $99.11 +2.5% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +40.0%
|
SFM Sprouts Farmers Market | $97.91 -0.3% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +99.8%
|
CYBR CyberArk Software | $281.56 +0.3% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +33.0%
|
FRPT Freshpet | $132.80 +3.0% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +58.4%
|
BMI Badger Meter | $205.00 +1.8% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +33.7%
|
AXON Axon Enterprise | $375.10 +0.5% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +53.1%
|
ELF e.l.f. Beauty | $170.07 +5.4% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +23.9%
|
ETN Eaton | $299.73 +1.2% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +27.8%
|
META Meta Platforms | $535.16 +1.6% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +54.5%
|
AMAT Applied Materials | $209.12 +1.4% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +35.5%
|
LRCX Lam Research | $873.33 +1.2% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +16.6%
|
AMD Advanced Micro Devices | $157.81 +0.9% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +13.9%
|
AAPL Apple | $226.40 0.0% | Purchase $50,001 - $100,000 | 1/26/2024 | 1/2/2024 | +22.0%
|
ADBE Adobe | $565.79 +0.6% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | -2.5%
|
NVDA NVIDIA | $128.50 +1.0% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +166.8%
|
PYPL PayPal | $71.46 -0.6% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +15.6%
|
CELH Celsius | $41.28 +2.3% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | -17.5%
|
FN Fabrinet | $273.50 +2.1% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +42.6%
|
INST Instructure | $23.42 +0.2% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | -15.8%
|
CTVA Corteva | $54.28 +1.3% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +14.4%
|
FCFS FirstCash | $117.30 +0.4% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +6.7%
|
EXLS ExlService | $35.63 +0.8% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +15.2%
|
HUBB Hubbell | $375.42 +1.2% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +15.2%
|
SHOP Shopify | $76.18 +1.7% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | -0.8%
|
PODD Insulet | $185.80 +1.8% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | -14.1%
|
VLTO Veralto | $109.82 +0.4% | Sale (Partial) $1,001 - $15,000 | 12/28/2023 | 12/5/2023 | +45.3%
|
STZ Constellation Brands | $244.74 +0.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -1.4%
|
HON Honeywell International | $201.42 +0.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +11.2%
|
SBUX Starbucks | $92.78 -0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +3.7%
|
UNP Union Pacific | $245.60 -0.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +20.5%
|
V Visa | $268.15 +0.0% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +17.1%
|
NVDA NVIDIA | $128.50 +1.0% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +195.3%
|
TMO Thermo Fisher Scientific | $610.17 -0.7% | Purchase $15,001 - $50,000 | 11/1/2023 | 10/3/2023 | +22.1%
|
ZTS Zoetis | $182.81 -0.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +7.3%
|
AMAT Applied Materials | $209.12 +1.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +53.0%
|
CMCSA Comcast | $39.94 -0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -8.1%
|
PEP PepsiCo | $175.21 -0.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +4.5%
|
PG Procter & Gamble | $170.16 -0.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +16.9%
|
SHW Sherwin-Williams | $357.97 +0.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +43.9%
|
COP ConocoPhillips | $109.61 -0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -6.8%
|
UNH UnitedHealth Group | $578.09 -0.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +13.5%
|
COST Costco Wholesale | $881.42 +0.6% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +56.0%
|
RTX RTX | $117.27 -0.6% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +66.1%
|
MA Mastercard | $467.74 -0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +19.6%
|
TXN Texas Instruments | $208.37 +2.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +32.5%
|
CRM Salesforce | $260.95 -0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +30.5%
|
BRK.B Berkshire Hathaway | $446.60 -0.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +30.2%
|
AMZN Amazon.com | $180.11 +0.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +44.4%
|
ABT Abbott Laboratories | $111.38 +0.6% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +16.3%
|
SPGI S&P Global | $498.73 +0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +39.9%
|
AZO AutoZone | $3,203.57 +0.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +29.5%
|
GS The Goldman Sachs Group | $496.40 -0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +62.2%
|
LRCX Lam Research | $873.33 +1.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +41.3%
|
GOOGL Alphabet | $165.85 -0.8% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +25.2%
|
AMD Advanced Micro Devices | $157.81 +0.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +57.7%
|
HLT Hilton Worldwide | $216.43 +1.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +47.5%
|
META Meta Platforms | $535.16 +1.6% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +77.8%
|
FI Fiserv | $168.30 +0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +51.5%
|
JPM JPMorgan Chase & Co. | $214.60 +0.0% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +50.4%
|
ICE Intercontinental Exchange | $158.11 +0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +47.0%
|
ADBE Adobe | $565.79 +0.6% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +11.6%
|
BSX Boston Scientific | $78.80 +0.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +52.9%
|
ELV Elevance Health | $542.22 -0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +25.1%
|
BLK BlackRock | $863.57 +0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +38.1%
|
AAPL Apple | $226.40 0.0% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +31.3%
|
EMR Emerson Electric | $104.00 +0.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +9.6%
|
EW Edwards Lifesciences | $70.09 +1.0% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +0.7%
|
AXP American Express | $246.30 -2.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +69.8%
|
PANW Palo Alto Networks | $359.75 -2.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +55.3%
|
DE Deere & Company | $377.08 +1.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +1.2%
|
NKE NIKE | $83.97 +0.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -11.7%
|
KO Coca-Cola | $69.57 +0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +26.7%
|
CVX Chevron | $145.35 +0.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -12.9%
|
HD Home Depot | $370.44 +0.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +26.8%
|
CSX CSX | $33.79 +0.6% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +9.8%
|
CMG Chipotle Mexican Grill | $53.73 +3.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +46.2%
|
MSFT Microsoft | $424.14 -0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +35.3%
|
LLY Eli Lilly and Company | $951.97 +0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +81.3%
|
CAT Caterpillar | $343.06 -0.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +27.5%
|
COST Costco Wholesale | $881.42 +0.6% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/18/2023 | +56.6%
|
VLO Valero Energy | $143.87 +1.8% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | -1.1%
|
AMAT Applied Materials | $209.12 +1.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +44.6%
|
ADBE Adobe | $565.79 +0.6% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +2.2%
|
COP ConocoPhillips | $109.61 -0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -10.4%
|
UNH UnitedHealth Group | $578.09 -0.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +20.5%
|
CSX CSX | $33.79 +0.6% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +10.8%
|
BLK BlackRock | $863.57 +0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +23.8%
|
CAT Caterpillar | $343.06 -0.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +24.3%
|
SHW Sherwin-Williams | $357.97 +0.7% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +33.3%
|
ZTS Zoetis | $182.81 -0.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +0.4%
|
TXN Texas Instruments | $208.37 +2.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +26.8%
|
CMG Chipotle Mexican Grill | $53.73 +3.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +38.9%
|
ELV Elevance Health | $542.22 -0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +22.3%
|
AAPL Apple | $226.40 0.0% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +30.0%
|
SBUX Starbucks | $92.78 -0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -4.3%
|
AMD Advanced Micro Devices | $157.81 +0.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +46.5%
|
CMCSA Comcast | $39.94 -0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -11.6%
|
ABT Abbott Laboratories | $111.38 +0.6% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +8.4%
|
AZO AutoZone | $3,203.57 +0.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +26.6%
|
KO Coca-Cola | $69.57 +0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +19.0%
|
UNP Union Pacific | $245.60 -0.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +15.8%
|
TMUS T-Mobile US | $195.46 -0.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +38.1%
|
HON Honeywell International | $201.42 +0.7% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +5.1%
|
PANW Palo Alto Networks | $359.75 -2.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +46.1%
|
GOOGL Alphabet | $165.85 -0.8% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +21.3%
|
EMR Emerson Electric | $104.00 +0.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +6.5%
|
BRK.B Berkshire Hathaway | $446.60 -0.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +21.4%
|
SPGI S&P Global | $498.73 +0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +27.9%
|
BSX Boston Scientific | $78.80 +0.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +48.1%
|
GS The Goldman Sachs Group | $496.40 -0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +48.2%
|
HLT Hilton Worldwide | $216.43 +1.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +41.1%
|
AXP American Express | $246.30 -2.7% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +54.8%
|
KLAC KLA | $827.14 +1.9% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +71.0%
|
HD Home Depot | $370.44 +0.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +13.7%
|
CVX Chevron | $145.35 +0.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -12.6%
|
AMZN Amazon.com | $180.11 +0.7% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +24.3%
|
DHR Danaher | $271.15 -0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +7.4%
|
LLY Eli Lilly and Company | $951.97 +0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +59.0%
|
EW Edwards Lifesciences | $70.09 +1.0% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -4.2%
|
MSFT Microsoft | $424.14 -0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +26.2%
|
ICE Intercontinental Exchange | $158.11 +0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +35.4%
|
FI Fiserv | $168.30 +0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +38.7%
|
META Meta Platforms | $535.16 +1.6% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +75.4%
|
JPM JPMorgan Chase & Co. | $214.60 +0.0% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +46.6%
|
PEP PepsiCo | $175.21 -0.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -2.5%
|
NVDA NVIDIA | $128.50 +1.0% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +182.5%
|
TMO Thermo Fisher Scientific | $610.17 -0.7% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +19.4%
|
V Visa | $268.15 +0.0% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +8.2%
|
PG Procter & Gamble | $170.16 -0.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +11.2%
|
STZ Constellation Brands | $244.74 +0.7% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -5.9%
|
DE Deere & Company | $377.08 +1.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -6.3%
|
CRM Salesforce | $260.95 -0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +19.2%
|
LRCX Lam Research | $873.33 +1.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +32.6%
|
MA Mastercard | $467.74 -0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +12.4%
|
RTX RTX | $117.27 -0.6% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +55.2%
|
NKE NIKE | $83.97 +0.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -12.6%
|