Boston Standard Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History

Boston Standard Wealth Management, LLC

$594 Million
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 08, 2019	SELL	$38.32 - $39.31 $230,992 - $236,960	-6,028 Closed	0 $0
Q2 2019 Jul 09, 2019	SELL	$37.75 - $39.08 $19,328 - $20,008	-512 Reduced 7.83%	6,028 $234 Million
Q1 2019 Apr 11, 2019	BUY	$35.53 - $38.06 $3,055 - $3,273	86 Added 1.33%	6,540 $249 Million
Q4 2018 Jan 10, 2019	SELL	$35.24 - $37.92 $102,196 - $109,968	-2,900 Reduced 31.0%	6,454 $230,000
Q3 2018 Oct 03, 2018	SELL	$37.2 - $38.08 $81,951 - $83,890	-2,203 Reduced 19.06%	9,354 $352 Million
Q1 2018 Apr 10, 2018	BUY	$37.16 - $39.0 $15,607 - $16,380	420 Added 3.77%	11,557 $437 Million
Q4 2017 Jan 09, 2018	SELL	$37.87 - $38.74 $126,788 - $129,701	-3,348 Reduced 23.11%	11,137 $424 Million
Q3 2017 Oct 12, 2017	BUY	$37.81 - $37.97 $547,677 - $549,995	14,485	14,485 $550 Million

Others Institutions Holding AOM

# of Institutions

290

Shares Held

12M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE MODERATE ALLOC

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