Polaris Wealth Advisory Group, LLC Ishares Tr Core Moderate Alloc Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 19, 2022	SELL	$41.74 - $45.45 $185,242 - $201,707	-4,438 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$44.53 - $46.0 $73,919 - $76,360	-1,660 Reduced 27.22%	4,438 $202,000
Q3 2021 Oct 18, 2021	SELL	$44.74 - $45.93 $9,395 - $9,645	-210 Reduced 3.33%	6,098 $273,000
Q2 2021 Jul 23, 2021	SELL	$43.8 - $45.14 $21,943 - $22,615	-501 Reduced 7.36%	6,308 $284,000
Q1 2021 Apr 19, 2021	BUY	$42.87 - $44.08 $85 - $88	2 Added 0.03%	6,809 $300,000
Q4 2020 Jan 25, 2021	BUY	$40.42 - $43.32 $55,375 - $59,348	1,370 Added 25.2%	6,807 $296,000
Q3 2020 Oct 15, 2020	SELL	$39.91 - $42.11 $38,153 - $40,257	-956 Reduced 14.95%	5,437 $223,000
Q2 2020 Jul 13, 2020	BUY	$35.99 - $40.49 $230,084 - $258,852	6,393 New	6,393 $256,000
Q1 2020 Apr 09, 2020	SELL	$34.02 - $40.94 $187,994 - $226,234	-5,526 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$38.71 - $40.3 $7,703 - $8,019	199 Added 3.74%	5,526 $225,000
Q3 2019 Oct 09, 2019	SELL	$38.32 - $39.31 $17,358 - $17,807	-453 Reduced 7.84%	5,327 $206,000
Q2 2019 Jul 25, 2019	SELL	$37.75 - $39.08 $736,653 - $762,607	-19,514 Reduced 77.15%	5,780 $227,000
Q1 2019 Apr 09, 2019	SELL	$35.53 - $38.06 $158,641 - $169,937	-4,465 Reduced 15.0%	25,294 $965,000
Q4 2018 Jan 17, 2019	BUY	$35.24 - $37.92 $859,468 - $924,830	24,389 Added 454.17%	29,759 $1.06 Million
Q3 2018 Oct 19, 2018	SELL	$37.2 - $38.08 $11,792 - $12,071	-317 Reduced 5.57%	5,370 $203,000
Q1 2018 Apr 09, 2018	BUY	$37.16 - $39.0 $13,117 - $13,767	353 Added 6.62%	5,687 $215,000
Q4 2017 Feb 13, 2018	SELL	$37.87 - $38.74 $26,395 - $27,001	-697 Reduced 11.56%	5,334 $203,000
Q3 2017 Nov 01, 2017	BUY	$37.81 - $37.97 $228,032 - $228,997	6,031	6,031 $229,000

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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