Syverson Strege & CO Ishares Tr Core Conservative A Transaction History

Syverson Strege & CO

$274 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$33.78 - $35.5 $878 - $923	26 Added 1.29%	2,048 $71,000
Q4 2022 Feb 06, 2023	BUY	$32.15 - $34.82 $1,093 - $1,183	34 Added 1.71%	2,022 $67,000
Q3 2022 Nov 09, 2022	BUY	$32.47 - $35.96 $2,662 - $2,948	82 Added 4.3%	1,988 $65,000
Q2 2022 Aug 11, 2022	SELL	$33.89 - $37.78 $2,846 - $3,173	-84 Reduced 4.22%	1,906 $66,000
Q1 2022 Apr 13, 2022	SELL	$36.82 - $39.84 $4,271 - $4,621	-116 Reduced 5.51%	1,990 $75,000
Q4 2021 Jan 19, 2022	SELL	$39.36 - $40.4 $20,073 - $20,604	-510 Reduced 19.5%	2,106 $84,000
Q3 2021 Nov 02, 2021	SELL	$39.5 - $40.38 $20,224 - $20,674	-512 Reduced 16.37%	2,616 $103,000
Q2 2021 Aug 04, 2021	BUY	$38.82 - $39.8 $13,897 - $14,248	358 Added 12.92%	3,128 $125,000
Q1 2021 May 07, 2021	SELL	$38.23 - $39.22 $36,089 - $37,023	-944 Reduced 25.42%	2,770 $107,000
Q4 2020 Feb 03, 2021	BUY	$36.77 - $38.75 $136,563 - $143,917	3,714 New	3,714 $144,000

Others Institutions Holding AOK

# of Institutions

173

Shares Held

5.14M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE CONSERVATIVE A

Ticker AOK
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Syverson Strege & CO, based on Form 13F filings with the SEC.

News

Stay updated on Syverson Strege & CO with notifications on news.