Slate Stone Wealth, LLC Ishares Tr Core Moderate Alloc Transaction History

Slate Stone Wealth, LLC

$1.11 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 25, 2021	SELL	$40.42 - $43.32 $473,035 - $506,973	-11,703 Closed	0 $0
Q3 2020 Oct 27, 2020	SELL	$39.91 - $42.11 $1.18 Million - $1.25 Million	-29,604 Reduced 71.67%	11,703 $480,000
Q2 2020 Jul 29, 2020	SELL	$35.99 - $40.49 $6.51 Million - $7.33 Million	-181,012 Reduced 81.42%	41,307 $1.65 Million
Q1 2020 Apr 28, 2020	SELL	$34.02 - $40.94 $1.35 Million - $1.63 Million	-39,695 Reduced 15.15%	222,319 $8.17 Million
Q4 2019 Feb 06, 2020	SELL	$38.71 - $40.3 $637,127 - $663,297	-16,459 Reduced 5.91%	262,014 $10.5 Million
Q3 2019 Nov 05, 2019	SELL	$38.32 - $39.31 $265,097 - $271,946	-6,918 Reduced 2.42%	278,473 $10.9 Million
Q2 2019 Aug 05, 2019	BUY	$37.75 - $39.08 $258,436 - $267,541	6,846 Added 2.46%	285,391 $11.1 Million
Q1 2019 May 06, 2019	SELL	$35.53 - $38.06 $159,671 - $171,041	-4,494 Reduced 1.59%	278,545 $10.6 Million
Q4 2018 Feb 13, 2019	BUY	$35.24 - $37.92 $9.97 Million - $10.7 Million	283,039 New	283,039 $10.1 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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