Slate Stone Wealth, LLC Ishares Tr Core Conservative A Transaction History

Slate Stone Wealth, LLC

$996 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 27, 2020	SELL	$36.38 - $37.99 $267,320 - $279,150	-7,348 Closed	0 $0
Q2 2020 Jul 29, 2020	SELL	$33.39 - $36.73 $1.11 Million - $1.22 Million	-33,173 Reduced 81.87%	7,348 $268,000
Q1 2020 Apr 28, 2020	SELL	$31.52 - $36.94 $72,779 - $85,294	-2,309 Reduced 5.39%	40,521 $1.37 Million
Q4 2019 Feb 06, 2020	SELL	$35.3 - $36.36 $171,452 - $176,600	-4,857 Reduced 10.19%	42,830 $1.55 Million
Q3 2019 Nov 05, 2019	SELL	$35.05 - $35.73 $4,065 - $4,144	-116 Reduced 0.24%	47,687 $1.7 Million

Q2 2019 Aug 05, 2019	SELL	$34.32 - $35.42 $81,681 - $84,299	-2,380 Reduced 4.74%	47,803 $1.69 Million
Q1 2019 May 06, 2019	BUY	$32.65 - $34.52 $21,646 - $22,886	663 Added 1.34%	50,183 $1.73 Million
Q4 2018 Feb 13, 2019	BUY	$32.37 - $34.17 $1.6 Million - $1.69 Million	49,520 New	49,520 $1.62 Million

Others Institutions Holding AOK

# of Institutions

158

Shares Held

5.52M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE CONSERVATIVE A

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