J Arnold Wealth Management CO Ishares Tr Core Moderate Alloc Transaction History

J Arnold Wealth Management CO

$291 Million
Q4 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$38.81 - $40.84 $1.33 Million - $1.4 Million	34,286 New	34,286 $1.33 Million
Q4 2022 Feb 14, 2023	BUY	$36.07 - $39.57 $1.33 Million - $1.46 Million	36,972 New	36,972 $1.41 Million
Q3 2021 Nov 10, 2021	SELL	$44.74 - $45.93 $222,894 - $228,823	-4,982 Closed	0 $0
Q2 2021 Sep 08, 2021	BUY	$43.8 - $45.14 $18,089 - $18,642	413 Added 9.04%	4,982 $224,000
Q1 2021 Sep 08, 2021	SELL	$42.87 - $44.08 $5,273 - $5,421	-123 Reduced 2.62%	4,569 $201,000
Q4 2020 Sep 08, 2021	BUY	$40.42 - $43.32 $1,818 - $1,949	45 Added 0.97%	4,692 $203,000
Q3 2020 Sep 08, 2021	SELL	$39.91 - $42.11 $22,828 - $24,086	-572 Reduced 10.96%	4,647 $191,000
Q2 2020 Sep 08, 2021	BUY	$35.99 - $40.49 $52,545 - $59,115	1,460 Added 38.84%	5,219 $208,000
Q1 2020 Sep 08, 2021	SELL	$34.02 - $40.94 $1.83 Million - $2.2 Million	-53,794 Reduced 93.47%	3,759 $138,000
Q4 2019 Sep 08, 2021	BUY	$38.71 - $40.3 $2.23 Million - $2.32 Million	57,553 New	57,553 $2.31 Million

Others Institutions Holding AOM

# of Institutions

283

Shares Held

11.7M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE MODERATE ALLOC

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