Global Retirement Partners, LLC Ishares Tr Core Conservative A Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$32.15 - $34.82 $417 - $452	13 Added 0.85%	1,540 $51,000
Q3 2022 Nov 03, 2022	BUY	$32.47 - $35.96 $389 - $431	12 Added 0.79%	1,527 $50,000
Q2 2022 Jul 15, 2022	BUY	$33.89 - $37.78 $33 - $37	1 Added 0.07%	1,515 $52,000
Q1 2022 Jul 14, 2022	BUY	$36.82 - $39.84 $55,745 - $60,317	1,514 New	1,514 $54,000
Q4 2021 Jan 21, 2022	SELL	$39.36 - $40.4 $244,858 - $251,328	-6,221 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$39.5 - $40.38 $51,587 - $52,736	1,306 Added 26.57%	6,221 $246,000
Q2 2021 Jul 15, 2021	BUY	$38.82 - $39.8 $62,267 - $63,839	1,604 Added 48.44%	4,915 $196,000
Q1 2021 Apr 14, 2021	BUY	$38.23 - $39.22 $88,043 - $90,323	2,303 Added 228.47%	3,311 $128,000
Q4 2020 Jan 13, 2021	BUY	$36.77 - $38.75 $294 - $310	8 Added 0.8%	1,008 $39,000
Q3 2020 Oct 09, 2020	BUY	$36.38 - $37.99 $18,190 - $18,995	500 Added 100.0%	1,000 $37,000
Q2 2019 Nov 19, 2019	BUY	$34.32 - $35.42 $17,160 - $17,710	500 New	500 $18,000
Q3 2018 Oct 17, 2018	SELL	$33.73 - $34.38 $10,118 - $10,314	-300 Closed	0 $0
Q1 2018 Aug 10, 2018	BUY	$33.85 - $35.24 $10,155 - $10,572	300 New	300 $10,000

Others Institutions Holding AOK

# of Institutions

166

Shares Held

4.76M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE CONSERVATIVE A

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