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

Acorn Wealth Advisors, LLC

$220 Million
Q3 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

166

Shares Held

4.76M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE CONSERVATIVE A

Ticker AOK
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.