Reston Wealth Management LLC Ishares Tr Core Moderate Alloc Transaction History

Reston Wealth Management LLC

$285 Million
Q2 2025

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$42.66 - $45.18 $805,804 - $853,405	-18,889 Reduced 99.38%	117 $5,000
Q2 2024 Jul 30, 2024	SELL	$41.17 - $43.25 $33,800 - $35,508	-821 Reduced 4.14%	19,006 $817,000
Q1 2024 May 09, 2024	SELL	$40.86 - $42.78 $25,333 - $26,523	-620 Reduced 3.03%	19,827 $848,000
Q4 2023 Jan 24, 2024	BUY	$37.83 - $41.78 $60,301 - $66,597	1,594 Added 8.45%	20,447 $848,000
Q3 2023 Oct 20, 2023	SELL	$38.81 - $40.84 $564,025 - $593,527	-14,533 Reduced 43.53%	18,853 $733,000
Q2 2023 Aug 07, 2023	SELL	$39.32 - $40.55 $20,643 - $21,288	-525 Reduced 1.55%	33,386 $1.35 Million
Q1 2023 May 08, 2023	BUY	$38.2 - $40.45 $53,900 - $57,074	1,411 Added 4.34%	33,911 $1.35 Million
Q4 2022 Feb 14, 2023	SELL	$36.07 - $39.57 $3,643 - $3,996	-101 Reduced 0.31%	32,500 $1.24 Million
Q3 2022 Nov 14, 2022	SELL	$36.57 - $40.81 $667,146 - $744,496	-18,243 Reduced 35.88%	32,601 $1.19 Million
Q2 2022 Jul 28, 2022	SELL	$38.3 - $43.06 $58,522 - $65,795	-1,528 Reduced 2.92%	50,844 $1.98 Million
Q1 2022 May 04, 2022	BUY	$41.74 - $45.45 $9,224 - $10,044	221 Added 0.42%	52,372 $2.25 Million
Q4 2021 Feb 09, 2022	BUY	$44.53 - $46.0 $140,269 - $144,900	3,150 Added 6.43%	52,151 $2.37 Million
Q3 2021 Oct 19, 2021	SELL	$44.74 - $45.93 $4.25 Million - $4.36 Million	-95,007 Reduced 65.97%	49,001 $2.19 Million
Q2 2021 Aug 05, 2021	BUY	$43.8 - $45.14 $1.04 Million - $1.07 Million	23,697 Added 19.7%	144,008 $6.49 Million
Q1 2021 May 10, 2021	SELL	$42.87 - $44.08 $434,444 - $446,706	-10,134 Reduced 7.77%	120,311 $5.24 Million
Q4 2020 Feb 10, 2021	SELL	$40.42 - $43.32 $183,991 - $197,192	-4,552 Reduced 3.37%	130,445 $5.64 Million
Q3 2020 Oct 14, 2020	SELL	$39.91 - $42.11 $28,575 - $30,150	-716 Reduced 0.53%	134,997 $5.54 Million
Q2 2020 Jul 14, 2020	SELL	$35.99 - $40.49 $443,612 - $499,079	-12,326 Reduced 8.33%	135,713 $5.41 Million
Q1 2020 Apr 14, 2020	SELL	$34.02 - $40.94 $1.16 Million - $1.4 Million	-34,094 Reduced 18.72%	148,039 $5.44 Million
Q4 2019 Feb 07, 2020	BUY	$38.71 - $40.3 $756,703 - $787,784	19,548 Added 12.02%	182,133 $7.31 Million
Q3 2019 Oct 25, 2019	BUY	$38.32 - $39.31 $825,987 - $847,327	21,555 Added 15.28%	162,585 $6.39 Million
Q2 2019 Jul 29, 2019	BUY	$37.75 - $39.08 $164,023 - $169,802	4,345 Added 3.18%	141,030 $5.5 Million
Q1 2019 May 03, 2019	BUY	$35.53 - $38.06 $1.69 Million - $1.81 Million	47,667 Added 53.55%	136,685 $5.24 Million
Q4 2018 Feb 12, 2019	BUY	$35.24 - $37.92 $3.14 Million - $3.38 Million	89,018 New	89,018 $3.18 Million

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286

Shares Held

11.9M

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