Means Investment Co., Inc. Ishares Tr Core Moderate Alloc Transaction History

Means Investment Co., Inc.

$882 Million
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	SELL	$38.2 - $40.45 $611 - $647	-16 Reduced 0.29%	5,456 $217,000
Q4 2022 Jan 27, 2023	SELL	$36.07 - $39.57 $36 - $39	-1 Reduced 0.02%	5,472 $0
Q3 2022 Oct 17, 2022	BUY	$36.57 - $40.81 $4,754 - $5,305	130 Added 2.43%	5,473 $200,000
Q2 2022 Jul 21, 2022	SELL	$38.3 - $43.06 $268 - $301	-7 Reduced 0.13%	5,343 $208,000
Q1 2022 Apr 26, 2022	SELL	$41.74 - $45.45 $96,878 - $105,489	-2,321 Reduced 30.26%	5,350 $230,000
Q4 2021 Feb 14, 2022	SELL	$44.53 - $46.0 $62,831 - $64,906	-1,411 Reduced 15.54%	7,671 $349,000
Q3 2021 Nov 12, 2021	SELL	$44.74 - $45.93 $24,607 - $25,261	-550 Reduced 5.71%	9,082 $406,000
Q2 2021 Aug 10, 2021	SELL	$43.8 - $45.14 $106,390 - $109,645	-2,429 Reduced 20.14%	9,632 $434,000
Q1 2021 Apr 05, 2021	SELL	$42.87 - $44.08 $2,872 - $2,953	-67 Reduced 0.55%	12,061 $525,000
Q4 2020 Feb 12, 2021	BUY	$40.42 - $43.32 $1,253 - $1,342	31 Added 0.26%	12,128 $534,000
Q3 2020 Nov 09, 2020	BUY	$39.91 - $42.11 $69,124 - $72,934	1,732 Added 16.71%	12,097 $505,000
Q2 2020 Aug 13, 2020	BUY	$35.99 - $40.49 $61,758 - $69,480	1,716 Added 19.84%	10,365 $426,000
Q1 2020 Apr 23, 2020	SELL	$34.02 - $40.94 $85,662 - $103,086	-2,518 Reduced 22.55%	8,649 $326,000
Q4 2019 Jan 21, 2020	SELL	$38.71 - $40.3 $27,948 - $29,096	-722 Reduced 6.07%	11,167 $454,000
Q3 2019 Nov 05, 2019	SELL	$38.32 - $39.31 $12,722 - $13,050	-332 Reduced 2.72%	11,889 $472,000
Q2 2019 Aug 07, 2019	BUY	$37.75 - $39.08 $6,983 - $7,229	185 Added 1.54%	12,221 $474,000
Q1 2019 Apr 16, 2019	SELL	$35.53 - $38.06 $59,335 - $63,560	-1,670 Reduced 12.18%	12,036 $458,000
Q4 2018 Apr 16, 2019	BUY	$35.24 - $37.92 $482,999 - $519,731	13,706 New	13,706 $489,000

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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