Summit Financial Wealth Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$41.74 - $45.45 $187,245 - $203,888	-4,486 Closed	0 $0
Q2 2021 Aug 09, 2021	SELL	$43.8 - $45.14 $32,718 - $33,719	-747 Reduced 14.27%	4,486 $202,000
Q3 2020 Nov 09, 2020	BUY	$39.91 - $42.11 $208,849 - $220,361	5,233 New	5,233 $213,000
Q2 2020 Jul 16, 2020	SELL	$35.99 - $40.49 $244,732 - $275,332	-6,800 Closed	0 $0
Q1 2019 May 01, 2019	SELL	$35.53 - $38.06 $47,965 - $51,381	-1,350 Reduced 16.56%	6,800 $259,000
Q3 2018 Oct 22, 2018	SELL	$37.2 - $38.08 $2,790 - $2,856	-75 Reduced 0.91%	8,150 $298,000
Q1 2018 Apr 09, 2018	BUY	$37.16 - $39.0 $305,641 - $320,775	8,225 New	8,225 $311,000
Q1 2018 Apr 06, 2018	SELL	$37.16 - $39.0 $305,641 - $320,775	-8,225 Closed	0 $0
Q3 2017 Nov 06, 2017	SELL	$37.81 - $37.97 $212,681 - $213,581	-5,625 Reduced 40.61%	8,225 $312,000
Q2 2017 Aug 14, 2017	BUY	N/A	13,850	13,850 $516,000

Others Institutions Holding AOM

# of Institutions

269

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

2.73M
Shares

$121 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

950K
Shares

$42.1 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

735K
Shares

$32.6 Million
0.01% of portfolio
Foundations Investment Advisors, LLC

357K
Shares

$15.8 Million
0.32% of portfolio
Morgan Stanley New York, NY

355K
Shares

$15.7 Million
0.0% of portfolio

About ISHARES TR CORE MODERATE ALLOC

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