Acorn Wealth Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Acorn Wealth Advisors, LLC

$220 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	SELL	$36.07 - $39.57 $26,042 - $28,569	-722 Reduced 9.44%	6,926 $263,000
Q3 2022 Nov 09, 2022	SELL	$36.57 - $40.81 $41,104 - $45,870	-1,124 Reduced 12.81%	7,648 $280,000
Q2 2022 Aug 08, 2022	BUY	$38.3 - $43.06 $268 - $301	7 Added 0.08%	8,772 $342,000
Q1 2022 May 03, 2022	SELL	$41.74 - $45.45 $667 - $727	-16 Reduced 0.18%	8,765 $377,000
Q4 2021 Feb 14, 2022	SELL	$44.53 - $46.0 $13,047 - $13,478	-293 Reduced 3.23%	8,781 $399,000
Q3 2021 Nov 12, 2021	BUY	$44.74 - $45.93 $10,782 - $11,069	241 Added 2.73%	9,074 $406,000
Q2 2021 Aug 16, 2021	SELL	$43.8 - $45.14 $4,117 - $4,243	-94 Reduced 1.05%	8,833 $398,000
Q1 2021 May 14, 2021	BUY	$42.87 - $44.08 $125,866 - $129,418	2,936 Added 49.01%	8,927 $389,000
Q4 2020 Feb 16, 2021	BUY	$40.42 - $43.32 $242,156 - $259,530	5,991 New	5,991 $259,000
Q3 2018 Nov 13, 2018	SELL	$37.2 - $38.08 $76,036 - $77,835	-2,044 Closed	0 $0
Q1 2018 May 14, 2018	SELL	$37.16 - $39.0 $5,648 - $5,928	-152 Reduced 6.92%	2,044 $77,000
Q4 2017 Feb 14, 2018	BUY	$37.87 - $38.74 $83,162 - $85,073	2,196	2,196 $84,000

Others Institutions Holding AOM

# of Institutions

251

Shares Held

11.3M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE MODERATE ALLOC

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