Srs Capital Advisors, Inc. Ishares Tr Core Moderate Alloc Transaction History

Srs Capital Advisors, Inc.

$901 Million
Q1 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 7,889 shares of AOM stock, worth $340,883. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,889

Previous 8,291 4.85%

Holding current value

$340,883

Previous $344,000 2.03%

% of portfolio

0.04%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$40.86 - $42.78 $16,425 - $17,197	-402 Reduced 4.85%	7,889 $337,000
Q4 2023 Feb 06, 2024	BUY	$37.83 - $41.78 $31,852 - $35,178	842 Added 11.3%	8,291 $344,000
Q3 2023 Nov 14, 2023	SELL	$38.81 - $40.84 $37,723 - $39,696	-972 Reduced 11.54%	7,449 $289,000
Q2 2023 Aug 14, 2023	BUY	$39.32 - $40.55 $17,497 - $18,044	445 Added 5.58%	8,421 $340,000
Q1 2023 May 16, 2023	BUY	$38.2 - $40.45 $32,966 - $34,908	863 Added 12.13%	7,976 $317,000

Q4 2022 Feb 24, 2023	SELL	$36.99 - $39.57 $123,213 - $131,807	-3,331 Reduced 31.89%	7,113 $270,000
Q3 2022 Nov 03, 2022	SELL	$37.23 - $40.81 $4,430 - $4,856	-119 Reduced 1.13%	10,444 $382,000
Q2 2022 Aug 22, 2022	BUY	$38.3 - $43.06 $14,592 - $16,405	381 Added 3.74%	10,563 $412,000
Q1 2022 May 12, 2022	SELL	$41.74 - $45.45 $70,081 - $76,310	-1,679 Reduced 14.16%	10,182 $438,000
Q4 2021 Feb 08, 2022	BUY	$44.53 - $46.0 $9,351 - $9,660	210 Added 1.8%	11,861 $539,000
Q3 2021 Nov 05, 2021	BUY	$44.74 - $45.93 $32,973 - $33,850	737 Added 6.75%	11,651 $521,000
Q2 2021 Aug 02, 2021	SELL	$43.8 - $45.14 $162,279 - $167,243	-3,705 Reduced 25.34%	10,914 $492,000
Q4 2020 Feb 03, 2021	BUY	$40.42 - $43.32 $16,935 - $18,151	419 Added 2.95%	14,619 $632,000
Q3 2020 Nov 12, 2020	BUY	$39.91 - $42.11 $13,609 - $14,359	341 Added 2.46%	14,200 $583,000
Q2 2020 Aug 06, 2020	BUY	$35.99 - $40.49 $52,545 - $59,115	1,460 Added 11.78%	13,859 $553,000
Q1 2020 May 13, 2020	BUY	$34.02 - $40.94 $196,465 - $236,428	5,775 Added 87.18%	12,399 $456,000
Q4 2019 Feb 07, 2020	BUY	$38.71 - $40.3 $53,110 - $55,291	1,372 Added 26.12%	6,624 $266,000
Q3 2019 Nov 01, 2019	BUY	$38.32 - $39.31 $40,657 - $41,707	1,061 Added 25.32%	5,252 $206,000
Q2 2019 Aug 08, 2019	BUY	$37.75 - $39.08 $5,700 - $5,901	151 Added 3.74%	4,191 $164,000
Q4 2018 Feb 06, 2019	BUY	$35.24 - $37.92 $18,360 - $19,756	521 Added 14.81%	4,040 $144,000
Q3 2018 Nov 06, 2018	BUY	$37.2 - $38.08 $130,906 - $134,003	3,519 New	3,519 $133,000

Others Institutions Holding AOM

# of Institutions

251

Shares Held

10.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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Srs Capital Advisors, Inc. Ishares Tr Core Moderate Alloc Transaction History