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

Arq Wealth Advisors, LLC

$259 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 05, 2021	SELL	$44.74 - $45.93 $5.76 Million - $5.91 Million	-128,702 Closed	0 $0
Q2 2021 Jul 14, 2021	BUY	$43.8 - $45.14 $417,019 - $429,777	9,521 Added 7.99%	128,702 $5.8 Million
Q1 2021 May 28, 2021	BUY	$42.87 - $44.08 $483,359 - $497,002	11,275 Added 10.45%	119,181 $5.19 Million
Q4 2020 Feb 02, 2021	BUY	$40.42 - $43.32 $638,070 - $683,849	15,786 Added 17.14%	107,906 $4.66 Million
Q3 2020 Oct 23, 2020	BUY	$39.91 - $42.11 $423,804 - $447,166	10,619 Added 13.03%	92,120 $3.78 Million
Q2 2020 Jul 09, 2020	SELL	$35.99 - $40.49 $58,447 - $65,755	-1,624 Reduced 1.95%	81,501 $3.25 Million
Q1 2020 May 13, 2020	BUY	$34.02 - $40.94 $2.83 Million - $3.4 Million	83,125 New	83,125 $3.05 Million

Others Institutions Holding AOM

# of Institutions

250

Shares Held

11.3M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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