Acorn Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Acorn Wealth Advisors, LLC

$220 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$47.07 - $54.22 $376 - $433	-8 Reduced 0.19%	4,189 $201,000
Q1 2022 May 03, 2022	SELL	$51.69 - $57.18 $5,634 - $6,232	-109 Reduced 2.53%	4,197 $226,000
Q4 2021 Feb 14, 2022	BUY	$55.21 - $57.77 $17,722 - $18,544	321 Added 8.06%	4,306 $246,000
Q3 2021 Nov 12, 2021	BUY	$55.25 - $57.29 $552 - $572	10 Added 0.25%	3,985 $221,000
Q2 2021 Aug 16, 2021	SELL	$54.04 - $56.17 $216 - $224	-4 Reduced 0.1%	3,975 $223,000
Q1 2021 May 14, 2021	BUY	$52.05 - $53.97 $207,106 - $214,746	3,979 New	3,979 $213,000
Q1 2020 May 13, 2020	SELL	$37.67 - $48.89 $382,237 - $496,086	-10,147 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$45.15 - $48.12 $225 - $240	5 Added 0.05%	10,147 $486,000
Q3 2019 Nov 21, 2019	BUY	$45.85 - $46.22 $16,689 - $16,824	364 Added 3.72%	10,142 $475,000
Q2 2019 Aug 14, 2019	BUY	N/A	11 Added 0.11%	9,778 $443,000
Q1 2019 May 08, 2019	SELL	N/A	-323 Reduced 3.2%	9,767 $441,000
Q4 2018 Feb 04, 2019	BUY	N/A	49 Added 0.49%	10,090 $425,000
Q3 2018 Nov 13, 2018	SELL	N/A	-49 Reduced 0.49%	10,041 $432,000
Q2 2018 Aug 10, 2018	BUY	N/A	224 Added 2.27%	10,090 $446,000
Q1 2018 May 14, 2018	BUY	N/A	6,010 Added 155.86%	9,866 $440,000
Q4 2017 Feb 14, 2018	BUY	N/A	3,856	3,856 $176,000

Others Institutions Holding AOR

# of Institutions

367

Shares Held

14.4M

Call Options Held

4K

Put Options Held

0

About ISHARES TR CORE GROWTH ALLOCAT

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