Arq Wealth Advisors, LLC Ishares Tr Core Growth Allocat 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	$55.25 - $57.29 $10.6 Million - $11 Million	-191,780 Closed	0 $0
Q2 2021 Jul 14, 2021	BUY	$54.04 - $56.17 $534,563 - $555,633	9,892 Added 5.44%	191,780 $10.7 Million
Q1 2021 May 28, 2021	BUY	$52.05 - $53.97 $137,932 - $143,020	2,650 Added 1.48%	181,888 $9.74 Million
Q4 2020 Feb 02, 2021	BUY	$47.5 - $52.36 $1.12 Million - $1.23 Million	23,570 Added 15.14%	179,238 $9.36 Million
Q3 2020 Oct 23, 2020	BUY	$46.46 - $50.06 $115,964 - $124,949	2,496 Added 1.63%	155,668 $7.54 Million
Q2 2020 Jul 09, 2020	BUY	$40.37 - $47.5 $6,741 - $7,932	167 Added 0.11%	153,172 $7.11 Million
Q1 2020 May 13, 2020	BUY	$37.67 - $48.89 $5.76 Million - $7.48 Million	153,005 New	153,005 $6.33 Million

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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