Acorn Financial Advisory Services Inc Ishares Trust Ishares Esg Awar Transaction History

Acorn Financial Advisory Services Inc

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 17, 2024	BUY	$89.99 - $105.25 $331,703 - $387,951	3,686 New	3,686 $386,000
Q2 2023 Jul 20, 2023	BUY	$88.97 - $97.46 $185,502 - $203,204	2,085 New	2,085 $203,000
Q4 2022 Jan 20, 2023	SELL	$79.22 - $90.53 $30,816 - $35,216	-389 Reduced 8.29%	4,304 $0
Q3 2022 Oct 12, 2022	SELL	$79.41 - $95.97 $7,226 - $8,733	-91 Reduced 1.9%	4,693 $373,000
Q2 2022 Jul 12, 2022	SELL	$81.27 - $102.58 $23,161 - $29,235	-285 Reduced 5.62%	4,784 $401,000
Q1 2022 Apr 18, 2022	BUY	$93.13 - $108.44 $6,984 - $8,133	75 Added 1.5%	5,069 $514,000
Q4 2021 Jan 31, 2022	SELL	$98.21 - $108.46 $7,758 - $8,568	-79 Reduced 1.56%	4,994 $539,000
Q3 2021 Nov 15, 2021	BUY	$97.63 - $104.12 $113,446 - $120,987	1,162 Added 29.71%	5,073 $500,000
Q2 2021 Jul 23, 2021	BUY	$91.95 - $98.47 $10,942 - $11,717	119 Added 3.14%	3,911 $385,000
Q1 2021 Apr 12, 2021	SELL	$84.89 - $91.26 $77,165 - $82,955	-909 Reduced 19.34%	3,792 $345,000
Q4 2020 Jan 25, 2021	BUY	$74.43 - $86.03 $83,138 - $96,095	1,117 Added 31.17%	4,701 $404,000
Q3 2020 Oct 15, 2020	BUY	$70.41 - $81.56 $70 - $81	1 Added 0.03%	3,584 $273,000
Q2 2020 Jul 10, 2020	BUY	$55.08 - $72.67 $197,351 - $260,376	3,583 New	3,583 $251,000

807

94.6M

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