IWB iShares Russell 1000 ETF | $303.30 +0.1% | Sale (Partial) $100,001 - $250,000 | 6/7/2024 | 5/8/2024 | +6.7%
|
ZTS Zoetis | $175.45 +0.3% | Sale (Partial) $1,001 - $15,000 | 5/1/2024 | 4/3/2024 | +7.7%
|
ZTS Zoetis | $175.45 +0.3% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | -9.6%
|
GS The Goldman Sachs Group | $464.77 +0.0% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +21.3%
|
OLLI Ollie's Bargain Outlet | $99.86 +1.3% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +41.1%
|
SFM Sprouts Farmers Market | $82.54 +0.0% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +68.4%
|
CYBR CyberArk Software | $273.39 -0.3% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +29.2%
|
FRPT Freshpet | $135.56 +1.5% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +61.7%
|
BMI Badger Meter | $187.78 +0.2% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +22.4%
|
AXON Axon Enterprise | $302.48 +1.4% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +23.5%
|
ELF e.l.f. Beauty | $203.25 +1.5% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +48.1%
|
ETN Eaton | $318.98 +0.5% | Purchase $1,001 - $15,000 | 1/26/2024 | 1/4/2024 | +36.0%
|
META Meta Platforms | $529.32 -2.0% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +52.9%
|
AMAT Applied Materials | $246.29 +1.5% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +59.5%
|
LRCX Lam Research | $1,101.61 +1.3% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +47.0%
|
AMD Advanced Micro Devices | $178.69 +3.9% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +28.9%
|
AAPL Apple | $227.82 +0.7% | Purchase $50,001 - $100,000 | 1/26/2024 | 1/2/2024 | +22.7%
|
ADBE Adobe | $575.40 -0.5% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | -0.8%
|
NVDA NVIDIA | $128.20 +1.9% | Purchase $15,001 - $50,000 | 1/26/2024 | 1/2/2024 | +166.2%
|
PYPL PayPal | $59.09 -1.1% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | -4.4%
|
CELH Celsius | $56.06 -2.0% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +12.0%
|
FN Fabrinet | $241.66 +1.0% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +26.0%
|
INST Instructure | $24.22 -1.9% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | -12.9%
|
CTVA Corteva | $51.72 -1.4% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +9.0%
|
FCFS FirstCash | $102.33 +0.3% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | -6.9%
|
EXLS ExlService | $31.91 +1.2% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +3.2%
|
HUBB Hubbell | $377.01 +1.1% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | +15.7%
|
SHOP Shopify | $67.37 -0.4% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | -12.3%
|
PODD Insulet | $198.67 +0.9% | Sale (Partial) $1,001 - $15,000 | 1/26/2024 | 12/22/2023 | -8.1%
|
VLTO Veralto | $95.90 +0.3% | Sale (Partial) $1,001 - $15,000 | 12/28/2023 | 12/5/2023 | +26.9%
|
STZ Constellation Brands | $253.87 -2.0% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +2.2%
|
HON Honeywell International | $211.63 -0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +16.8%
|
SBUX Starbucks | $74.57 -1.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -16.7%
|
UNP Union Pacific | $223.39 -0.8% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +9.6%
|
V Visa | $266.21 -1.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +16.3%
|
NVDA NVIDIA | $128.20 +1.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +194.6%
|
TMO Thermo Fisher Scientific | $536.02 -0.8% | Purchase $15,001 - $50,000 | 11/1/2023 | 10/3/2023 | +7.3%
|
ZTS Zoetis | $175.45 +0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +3.0%
|
AMAT Applied Materials | $246.29 +1.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +80.1%
|
CMCSA Comcast | $37.33 -1.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -14.1%
|
PEP PepsiCo | $162.12 -1.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -3.3%
|
PG Procter & Gamble | $166.52 +0.8% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +14.4%
|
SHW Sherwin-Williams | $300.22 +1.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +20.7%
|
COP ConocoPhillips | $112.21 -0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -4.6%
|
UNH UnitedHealth Group | $489.45 +0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -3.9%
|
COST Costco Wholesale | $880.84 -0.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +55.9%
|
RTX RTX | $100.08 -0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +41.8%
|
MA Mastercard | $446.13 -0.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +14.1%
|
TXN Texas Instruments | $201.47 +1.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +28.1%
|
CRM Salesforce | $257.44 -2.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +28.8%
|
BRK.B Berkshire Hathaway | $409.32 -0.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +19.3%
|
AMZN Amazon.com | $199.29 -0.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +59.8%
|
ABT Abbott Laboratories | $102.11 -1.8% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +6.6%
|
SPGI S&P Global | $455.89 +0.6% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +27.9%
|
AZO AutoZone | $2,834.65 +0.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +14.6%
|
GS The Goldman Sachs Group | $464.77 +0.0% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +51.8%
|
LRCX Lam Research | $1,101.61 +1.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +78.2%
|
GOOGL Alphabet | $189.03 -0.8% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +42.7%
|
AMD Advanced Micro Devices | $178.69 +3.9% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +78.5%
|
HLT Hilton Worldwide | $214.57 +0.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +46.2%
|
META Meta Platforms | $529.32 -2.0% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +75.9%
|
FI Fiserv | $150.98 +0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +35.9%
|
JPM JPMorgan Chase & Co. | $205.08 +0.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +43.7%
|
ICE Intercontinental Exchange | $141.17 +0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +31.2%
|
ADBE Adobe | $575.40 -0.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +13.5%
|
BSX Boston Scientific | $76.16 -0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +47.8%
|
ELV Elevance Health | $526.55 -0.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +21.5%
|
BLK BlackRock | $790.34 0.0% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +26.4%
|
AAPL Apple | $227.82 +0.7% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +32.1%
|
EMR Emerson Electric | $109.98 +0.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +15.9%
|
EW Edwards Lifesciences | $91.86 -0.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +32.0%
|
AXP American Express | $234.40 -0.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +61.6%
|
PANW Palo Alto Networks | $337.64 -1.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +45.7%
|
DE Deere & Company | $355.06 -1.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -4.7%
|
NKE NIKE | $73.08 -3.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -23.1%
|
KO Coca-Cola | $62.97 -1.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +14.7%
|
CVX Chevron | $154.28 0.0% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | -7.6%
|
HD Home Depot | $339.60 +1.5% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +16.3%
|
CSX CSX | $33.39 +0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +8.5%
|
CMG Chipotle Mexican Grill | $59.53 -5.1% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +62.0%
|
MSFT Microsoft | $466.24 -0.3% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +48.8%
|
LLY Eli Lilly and Company | $918.00 +0.4% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +74.8%
|
CAT Caterpillar | $328.96 +0.2% | Purchase $1,001 - $15,000 | 11/1/2023 | 10/3/2023 | +22.3%
|
COST Costco Wholesale | $880.84 -0.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/18/2023 | +56.5%
|
VLO Valero Energy | $147.96 -3.2% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +1.7%
|
AMAT Applied Materials | $246.29 +1.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +70.3%
|
ADBE Adobe | $575.40 -0.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +3.9%
|
COP ConocoPhillips | $112.21 -0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -8.3%
|
UNH UnitedHealth Group | $489.45 +0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +2.0%
|
CSX CSX | $33.39 +0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +9.5%
|
BLK BlackRock | $790.34 0.0% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +13.3%
|
CAT Caterpillar | $328.96 +0.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +19.2%
|
SHW Sherwin-Williams | $300.22 +1.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +11.8%
|
ZTS Zoetis | $175.45 +0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -3.6%
|
TXN Texas Instruments | $201.47 +1.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +22.6%
|
CMG Chipotle Mexican Grill | $59.53 -5.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +53.9%
|
ELV Elevance Health | $526.55 -0.7% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +18.8%
|
AAPL Apple | $227.82 +0.7% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +30.8%
|
SBUX Starbucks | $74.57 -1.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -23.1%
|
AMD Advanced Micro Devices | $178.69 +3.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +65.9%
|
CMCSA Comcast | $37.33 -1.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -17.4%
|
ABT Abbott Laboratories | $102.11 -1.8% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -0.6%
|
AZO AutoZone | $2,834.65 +0.7% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +12.0%
|
KO Coca-Cola | $62.97 -1.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +7.8%
|
UNP Union Pacific | $223.39 -0.8% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +5.3%
|
TMUS T-Mobile US | $179.17 0.0% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +26.6%
|
HON Honeywell International | $211.63 -0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +10.5%
|
PANW Palo Alto Networks | $337.64 -1.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +37.1%
|
GOOGL Alphabet | $189.03 -0.8% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +38.3%
|
EMR Emerson Electric | $109.98 +0.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +12.6%
|
BRK.B Berkshire Hathaway | $409.32 -0.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +11.3%
|
SPGI S&P Global | $455.89 +0.6% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +16.9%
|
BSX Boston Scientific | $76.16 -0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +43.1%
|
GS The Goldman Sachs Group | $464.77 +0.0% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +38.7%
|
HLT Hilton Worldwide | $214.57 +0.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +39.9%
|
AXP American Express | $234.40 -0.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +47.3%
|
KLAC KLA | $866.55 +1.3% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +79.2%
|
HD Home Depot | $339.60 +1.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +4.2%
|
CVX Chevron | $154.28 0.0% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -7.2%
|
AMZN Amazon.com | $199.29 -0.4% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +37.6%
|
DHR Danaher | $240.63 +0.6% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -4.7%
|
LLY Eli Lilly and Company | $918.00 +0.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +53.3%
|
EW Edwards Lifesciences | $91.86 -0.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +25.5%
|
MSFT Microsoft | $466.24 -0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +38.7%
|
ICE Intercontinental Exchange | $141.17 +0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +20.9%
|
FI Fiserv | $150.98 +0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +24.5%
|
META Meta Platforms | $529.32 -2.0% | Purchase $50,001 - $100,000 | 10/12/2023 | 9/13/2023 | +73.5%
|
JPM JPMorgan Chase & Co. | $205.08 +0.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +40.1%
|
PEP PepsiCo | $162.12 -1.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -9.8%
|
NVDA NVIDIA | $128.20 +1.9% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +181.9%
|
TMO Thermo Fisher Scientific | $536.02 -0.8% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +4.9%
|
V Visa | $266.21 -1.5% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +7.4%
|
PG Procter & Gamble | $166.52 +0.8% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +8.8%
|
STZ Constellation Brands | $253.87 -2.0% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -2.4%
|
DE Deere & Company | $355.06 -1.4% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -11.7%
|
CRM Salesforce | $257.44 -2.2% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +17.6%
|
LRCX Lam Research | $1,101.61 +1.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +67.3%
|
MA Mastercard | $446.13 -0.7% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +7.2%
|
RTX RTX | $100.08 -0.3% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | +32.5%
|
NKE NIKE | $73.08 -3.1% | Purchase $15,001 - $50,000 | 10/12/2023 | 9/13/2023 | -24.0%
|