Rfp Financial Group LLC Ishares Tr Core Moderate Alloc Transaction History

Rfp Financial Group LLC

$282 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 25, 2024	SELL	$41.17 - $43.25 $56,979 - $59,858	-1,384 Reduced 31.05%	3,073 $132,000
Q1 2024 May 09, 2024	BUY	$40.86 - $42.78 $37,346 - $39,100	914 Added 25.8%	4,457 $190,000
Q4 2023 Feb 12, 2024	BUY	$37.83 - $41.78 $52,697 - $58,199	1,393 Added 64.79%	3,543 $147,000
Q3 2023 Oct 30, 2023	BUY	$38.81 - $40.84 $69,237 - $72,858	1,784 Added 487.43%	2,150 $83,000
Q2 2023 Aug 01, 2023	BUY	$39.32 - $40.55 $8,886 - $9,164	226 Added 161.43%	366 $14,000
Q1 2023 Apr 26, 2023	SELL	$38.2 - $40.45 $15,356 - $16,260	-402 Reduced 74.17%	140 $5.57 Million
Q4 2022 Jan 24, 2023	BUY	$36.07 - $39.57 $19,549 - $21,446	542 New	542 $20.6 Million

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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