Financial Strategies Group, Inc. Ishares Tr Core Growth Allocat Transaction History

Financial Strategies Group, Inc.

$470 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$47.73 - $53.4 $209,630 - $234,532	4,392 New	4,392 $233,000
Q1 2023 May 02, 2023	SELL	$47.5 - $50.91 $997 - $1,069	-21 Reduced 0.35%	6,005 $300,000
Q4 2022 Feb 10, 2023	BUY	$44.27 - $49.42 $266,771 - $297,804	6,026 New	6,026 $284,000
Q2 2022 Aug 08, 2022	BUY	$47.07 - $54.22 $4,707 - $5,422	100 Added 1.73%	5,881 $282,000
Q1 2022 Apr 29, 2022	BUY	$51.69 - $57.18 $11,888 - $13,151	230 Added 4.14%	5,781 $312,000
Q4 2021 Feb 07, 2022	SELL	$55.21 - $57.77 $355,994 - $372,500	-6,448 Reduced 53.74%	5,551 $317,000
Q3 2021 Nov 12, 2021	SELL	$55.25 - $57.29 $24,475 - $25,379	-443 Reduced 3.56%	11,999 $666,000
Q2 2021 Aug 13, 2021	SELL	$54.04 - $56.17 $21,724 - $22,580	-402 Reduced 3.13%	12,442 $697,000
Q1 2021 May 06, 2021	BUY	$52.05 - $53.97 $15,094 - $15,651	290 Added 2.31%	12,844 $688,000
Q4 2020 Feb 12, 2021	BUY	$47.5 - $52.36 $23,892 - $26,337	503 Added 4.17%	12,554 $655,000
Q3 2020 Nov 13, 2020	BUY	$46.46 - $50.06 $557 - $600	12 Added 0.1%	12,051 $584,000
Q2 2020 Aug 12, 2020	BUY	$40.37 - $47.5 $11,788 - $13,870	292 Added 2.49%	12,039 $558,000
Q1 2020 May 12, 2020	BUY	$37.67 - $48.89 $7,383 - $9,582	196 Added 1.7%	11,747 $486,000
Q4 2019 Feb 13, 2020	BUY	$45.15 - $48.12 $521,527 - $555,834	11,551 New	11,551 $553,000

Others Institutions Holding AOR

# of Institutions

366

Shares Held

14.4M

Call Options Held

4K

Put Options Held

0

About ISHARES TR CORE GROWTH ALLOCAT

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