Financial Strategies Group, Inc. Ishares Tr Core Moderate Alloc Transaction History

Financial Strategies Group, Inc.

$470 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$38.3 - $43.06 $34,967 - $39,313	-913 Reduced 14.73%	5,287 $206,000
Q1 2022 Apr 29, 2022	BUY	$41.74 - $45.45 $2,713 - $2,954	65 Added 1.06%	6,200 $266,000
Q4 2021 Feb 07, 2022	SELL	$44.53 - $46.0 $92,800 - $95,864	-2,084 Reduced 25.36%	6,135 $279,000
Q3 2021 Nov 12, 2021	BUY	$44.74 - $45.93 $14,898 - $15,294	333 Added 4.22%	8,219 $368,000
Q2 2021 Aug 13, 2021	SELL	$43.8 - $45.14 $15,023 - $15,483	-343 Reduced 4.17%	7,886 $355,000
Q1 2021 May 06, 2021	BUY	$42.87 - $44.08 $11,617 - $11,945	271 Added 3.41%	8,229 $358,000
Q4 2020 Feb 12, 2021	BUY	$40.42 - $43.32 $13,985 - $14,988	346 Added 4.55%	7,958 $344,000
Q3 2020 Nov 13, 2020	BUY	$39.91 - $42.11 $21,351 - $22,528	535 Added 7.56%	7,612 $312,000
Q2 2020 Aug 12, 2020	SELL	$35.99 - $40.49 $29,331 - $32,999	-815 Reduced 10.33%	7,077 $282,000
Q1 2020 May 12, 2020	SELL	$34.02 - $40.94 $16,023 - $19,282	-471 Reduced 5.63%	7,892 $290,000
Q4 2019 Feb 13, 2020	BUY	$38.71 - $40.3 $323,731 - $337,028	8,363 New	8,363 $336,000

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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