Sandy Cove Advisors, LLC Ishares Tr Core Conservative A Transaction History

Sandy Cove Advisors, LLC

$253 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$33.89 - $37.78 $135,560 - $151,120	-4,000 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$39.36 - $40.4 $157,440 - $161,600	4,000 New	4,000 $160,000

Others Institutions Holding AOK

# of Institutions

178

Shares Held

7.46M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

674K
Shares

$25.6 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

618K
Shares

$23.5 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

496K
Shares

$18.8 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

454K
Shares

$17.3 Million
0.01% of portfolio
Sargent Bickham Lagudis LLC

405K
Shares

$15.4 Million
1.12% of portfolio

About ISHARES TR CORE CONSERVATIVE A

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