Lloyd Advisory Services, Llc. Ishares Tr Core Growth Allocat Transaction History

Lloyd Advisory Services, Llc.

$111 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$47.07 - $54.22 $1,459 - $1,680	-31 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$51.69 - $57.18 $8,011 - $8,862	-155 Reduced 83.33%	31 $2,000
Q4 2021 Jan 26, 2022	SELL	$55.21 - $57.77 $309,341 - $323,685	-5,603 Reduced 96.79%	186 $11,000
Q3 2021 Oct 21, 2021	BUY	$55.25 - $57.29 $310,836 - $322,313	5,626 Added 3451.53%	5,789 $321,000
Q2 2021 Aug 09, 2021	SELL	$54.04 - $56.17 $150,933 - $156,882	-2,793 Reduced 94.49%	163 $9,000
Q1 2021 May 04, 2021	BUY	$52.05 - $53.97 $146,937 - $152,357	2,823 Added 2122.56%	2,956 $158,000
Q4 2020 Feb 04, 2021	BUY	$47.5 - $52.36 $1,472 - $1,623	31 Added 30.39%	133 $7,000
Q3 2020 Oct 28, 2020	BUY	$46.46 - $50.06 $603 - $650	13 Added 14.61%	102 $5,000
Q2 2020 Aug 07, 2020	BUY	$40.37 - $47.5 $645 - $760	16 Added 21.92%	89 $4,000
Q1 2020 Jun 03, 2020	BUY	$37.67 - $48.89 $2,749 - $3,568	73 New	73 $3,000

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

Ticker AOR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lloyd Advisory Services, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Lloyd Advisory Services, Llc. with notifications on news.