Paragon Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Paragon Advisors, LLC

$274 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$37.83 - $41.78 $803,244 - $887,114	21,233 Added 29.12%	94,149 $3.91 Million
Q3 2023 Nov 03, 2023	SELL	$38.81 - $40.84 $835,850 - $879,571	-21,537 Reduced 22.8%	72,916 $2.84 Million
Q2 2023 Jul 14, 2023	BUY	$39.32 - $40.55 $799,729 - $824,746	20,339 Added 27.44%	94,453 $3.82 Million
Q1 2023 May 05, 2023	BUY	$38.2 - $40.45 $169,531 - $179,517	4,438 Added 6.37%	74,114 $2.95 Million
Q4 2022 Jan 30, 2023	BUY	$36.07 - $39.57 $2.06 Million - $2.26 Million	57,093 Added 453.73%	69,676 $2.65 Million
Q3 2022 Oct 31, 2022	BUY	$36.57 - $40.81 $180,582 - $201,519	4,938 Added 64.59%	12,583 $461,000
Q2 2022 Jul 22, 2022	BUY	$38.3 - $43.06 $292,803 - $329,193	7,645 New	7,645 $298,000

Others Institutions Holding AOM

# of Institutions

250

Shares Held

11.3M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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