Lloyd Advisory Services, Llc. Ishares Tr Core Moderate Alloc Transaction History

Lloyd Advisory Services, Llc.

$111 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$38.3 - $43.06 $379,208 - $426,337	-9,901 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$41.74 - $45.45 $353,996 - $385,461	8,481 Added 597.25%	9,901 $425,000
Q4 2021 Jan 26, 2022	SELL	$44.53 - $46.0 $238,369 - $246,238	-5,353 Reduced 79.03%	1,420 $65,000
Q3 2021 Oct 21, 2021	BUY	$44.74 - $45.93 $273,450 - $280,724	6,112 Added 924.66%	6,773 $303,000
Q2 2021 Aug 09, 2021	SELL	$43.8 - $45.14 $134,071 - $138,173	-3,061 Reduced 82.24%	661 $30,000
Q1 2021 May 04, 2021	BUY	$42.87 - $44.08 $103,745 - $106,673	2,420 Added 185.87%	3,722 $162,000
Q4 2020 Feb 04, 2021	BUY	$40.42 - $43.32 $43,249 - $46,352	1,070 Added 461.21%	1,302 $56,000
Q3 2020 Oct 28, 2020	BUY	$39.91 - $42.11 $39 - $42	1 Added 0.43%	232 $10,000
Q2 2020 Aug 07, 2020	BUY	$35.99 - $40.49 $215 - $242	6 Added 2.67%	231 $9,000
Q1 2020 Jun 03, 2020	SELL	$34.02 - $40.94 $3,708 - $4,462	-109 Reduced 32.63%	225 $8,000
Q4 2019 Feb 12, 2020	BUY	$38.71 - $40.3 $12,929 - $13,460	334 New	334 $13,000

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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