Lokken Investment Group LLC Ishares Tr Core Moderate Alloc Transaction History

Lokken Investment Group LLC

$226 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	SELL	$37.83 - $41.78 $35,749 - $39,482	-945 Reduced 8.89%	9,687 $402,000
Q3 2023 Nov 13, 2023	BUY	$38.81 - $40.84 $18,978 - $19,970	489 Added 4.82%	10,632 $413,000
Q1 2023 May 08, 2023	SELL	$38.2 - $40.45 $21,735 - $23,016	-569 Reduced 5.31%	10,143 $404,000
Q4 2022 Feb 13, 2023	BUY	$36.07 - $39.57 $64,565 - $70,830	1,790 Added 20.06%	10,712 $407,000
Q3 2022 Nov 14, 2022	BUY	$36.57 - $40.81 $11,336 - $12,651	310 Added 3.6%	8,922 $327,000
Q2 2022 Aug 08, 2022	SELL	$38.3 - $43.06 $34,853 - $39,184	-910 Reduced 9.56%	8,612 $336,000
Q1 2022 May 11, 2022	SELL	$41.74 - $45.45 $17,948 - $19,543	-430 Reduced 4.32%	9,522 $386,000
Q3 2021 Nov 05, 2021	BUY	$44.74 - $45.93 $11,856 - $12,171	265 Added 2.74%	9,952 $445,000
Q2 2021 Aug 03, 2021	BUY	$43.8 - $45.14 $744 - $767	17 Added 0.18%	9,687 $436,000
Q1 2021 Jun 10, 2021	SELL	$42.87 - $44.08 $31,080 - $31,958	-725 Reduced 6.97%	9,670 $421,000
Q4 2020 Feb 08, 2021	BUY	$40.42 - $43.32 $29,304 - $31,407	725 Added 7.5%	10,395 $449,000
Q1 2012 Apr 13, 2021	BUY	N/A	9,670	9,670 $421,000

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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