Charter Oak Capital Management, LLC Ishares Tr Core Growth Allocat Transaction History

Charter Oak Capital Management, LLC

  • $1.07 Billion
  • Q3 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 09, 2022
SELL
$55.21 - $57.77 $4,085 - $4,274
-74 Reduced 2.16%
3,354 $191,000
Q3 2021

Nov 08, 2021
BUY
$55.25 - $57.29 $2,928 - $3,036
53 Added 1.57%
3,428 $190,000
Q2 2021

Jul 29, 2021
SELL
$54.04 - $56.17 $32,099 - $33,364
-594 Reduced 14.97%
3,375 $189,000
Q1 2021

May 17, 2021
BUY
$52.05 - $53.97 $6,089 - $6,314
117 Added 3.04%
3,969 $213,000
Q4 2020

Feb 12, 2021
BUY
$47.5 - $52.36 $182,970 - $201,690
3,852 New
3,852 $201,000

About ISHARES TR CORE GROWTH ALLOCAT

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