Anchor Capital Advisors LLC Ishares Tr Core Moderate Alloc Transaction History

Anchor Capital Advisors LLC

$3.51 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 09, 2023	SELL	$38.81 - $40.84 $20,452 - $21,522	-527 Reduced 7.7%	6,313 $245,000
Q3 2021 Nov 02, 2021	SELL	$44.74 - $45.93 $34,897 - $35,825	-780 Reduced 10.24%	6,840 $306,000
Q4 2020 Feb 08, 2021	SELL	$40.42 - $43.32 $121,866 - $130,609	-3,015 Reduced 28.35%	7,620 $329,000
Q2 2020 Aug 10, 2020	SELL	$35.99 - $40.49 $6,298 - $7,085	-175 Reduced 1.62%	10,635 $424,000
Q4 2019 Jan 27, 2020	SELL	$38.71 - $40.3 $10,064 - $10,478	-260 Reduced 2.35%	10,810 $434,000
Q3 2019 Oct 25, 2019	SELL	$38.32 - $39.31 $21,267 - $21,817	-555 Reduced 4.77%	11,070 $435,000
Q1 2019 May 09, 2019	SELL	$35.53 - $38.06 $903,883 - $968,246	-25,440 Reduced 68.64%	11,625 $442,000
Q4 2018 Feb 04, 2019	BUY	$35.24 - $37.92 $1.31 Million - $1.41 Million	37,065 New	37,065 $1.32 Million

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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