Acorn Financial Advisory Services Inc Ishares U S ETF Tr Int Rate He Transaction History

Acorn Financial Advisory Services Inc

$508 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	SELL	$90.17 - $92.95 $68,348 - $70,456	-758 Reduced 18.89%	3,255 $302,000
Q1 2023 Apr 26, 2023	SELL	$89.76 - $93.28 $32,941 - $34,233	-367 Reduced 8.38%	4,013 $367,000
Q4 2022 Jan 20, 2023	SELL	$87.8 - $92.1 $128,012 - $134,281	-1,458 Reduced 24.97%	4,380 $0
Q3 2022 Oct 12, 2022	SELL	$88.15 - $92.29 $326,243 - $341,565	-3,701 Reduced 38.8%	5,838 $516,000
Q2 2022 Jul 12, 2022	BUY	$90.1 - $94.09 $23,516 - $24,557	261 Added 2.81%	9,539 $860,000
Q1 2022 Apr 18, 2022	BUY	$90.25 - $95.84 $286,634 - $304,387	3,176 Added 52.05%	9,278 $868,000
Q4 2021 Jan 31, 2022	BUY	$94.78 - $96.77 $213,918 - $218,409	2,257 Added 58.7%	6,102 $585,000
Q3 2021 Nov 15, 2021	BUY	$95.2 - $96.92 $69,496 - $70,751	730 Added 23.43%	3,845 $369,000
Q2 2021 Jul 23, 2021	BUY	$95.36 - $96.62 $297,046 - $300,971	3,115 New	3,115 $299,000

Others Institutions Holding LQDH

# of Institutions

88

Shares Held

3.45M

Call Options Held

0

Put Options Held

0

About ISHARES U S ETF TR INT RATE HE

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