Acorn Wealth Advisors, LLC Ishares Tr Core Conservative A Transaction History

Acorn Wealth Advisors, LLC

$194 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$33.89 - $37.78 $18,402 - $20,514	-543 Reduced 7.07%	7,138 $247,000
Q1 2022 May 03, 2022	BUY	$36.82 - $39.84 $441 - $478	12 Added 0.16%	7,681 $289,000
Q4 2021 Feb 14, 2022	BUY	$39.36 - $40.4 $944 - $969	24 Added 0.31%	7,669 $307,000
Q3 2021 Nov 12, 2021	BUY	$39.5 - $40.38 $59,566 - $60,893	1,508 Added 24.57%	7,645 $302,000
Q2 2021 Aug 16, 2021	BUY	$38.82 - $39.8 $27,639 - $28,337	712 Added 13.12%	6,137 $244,000
Q1 2021 May 14, 2021	BUY	$38.23 - $39.22 $207,397 - $212,768	5,425 New	5,425 $210,000
Q3 2018 Nov 13, 2018	SELL	$33.73 - $34.38 $60,579 - $61,746	-1,796 Closed	0 $0
Q1 2018 May 14, 2018	SELL	$33.85 - $35.24 $3,385 - $3,524	-100 Reduced 5.27%	1,796 $61,000
Q4 2017 Feb 14, 2018	BUY	$34.41 - $34.85 $65,241 - $66,075	1,896	1,896 $66,000

Others Institutions Holding AOK

# of Institutions

173

Shares Held

5.14M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE CONSERVATIVE A

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