Verus Financial Partners, Inc. Ishares Tr Core Moderate Alloc Transaction History

Verus Financial Partners, Inc.

$914 Million
Q3 2024

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$40.86 - $42.78 $226,119 - $236,744	-5,534 Reduced 33.94%	10,772 $460,000
Q4 2023 Feb 06, 2024	SELL	$37.83 - $41.78 $19,520 - $21,558	-516 Reduced 3.07%	16,306 $676,000
Q3 2023 Oct 23, 2023	SELL	$38.81 - $40.84 $39,236 - $41,289	-1,011 Reduced 5.67%	16,822 $654,000
Q2 2023 Jul 27, 2023	SELL	$39.32 - $40.55 $3,027 - $3,122	-77 Reduced 0.43%	17,833 $720,000
Q1 2023 May 05, 2023	SELL	$38.2 - $40.45 $74,566 - $78,958	-1,952 Reduced 9.83%	17,910 $713,000
Q4 2022 Feb 01, 2023	BUY	$36.07 - $39.57 $27,593 - $30,271	765 Added 4.01%	19,862 $754,000
Q3 2022 Oct 31, 2022	SELL	$36.57 - $40.81 $154,873 - $172,830	-4,235 Reduced 18.15%	19,097 $702,000
Q2 2022 Aug 03, 2022	SELL	$38.3 - $43.06 $127,538 - $143,389	-3,330 Reduced 12.49%	23,332 $923,000
Q1 2022 Apr 15, 2022	BUY	$41.74 - $45.45 $11,895 - $12,953	285 Added 1.08%	26,662 $1.12 Million
Q4 2021 Jan 19, 2022	SELL	$44.53 - $46.0 $9,440 - $9,752	-212 Reduced 0.8%	26,377 $1.2 Million
Q3 2021 Oct 29, 2021	SELL	$44.74 - $45.93 $27,559 - $28,292	-616 Reduced 2.26%	26,589 $1.2 Million
Q2 2021 Jul 23, 2021	SELL	$43.8 - $45.14 $34,645 - $35,705	-791 Reduced 2.83%	27,205 $1.22 Million
Q1 2021 Apr 27, 2021	BUY	$42.87 - $44.08 $13,975 - $14,370	326 Added 1.18%	27,996 $1.23 Million
Q4 2020 Feb 10, 2021	BUY	$40.42 - $43.32 $1.12 Million - $1.2 Million	27,670 New	27,670 $1.2 Million
Q3 2020 Nov 03, 2020	SELL	$39.91 - $42.11 $1.07 Million - $1.13 Million	-26,881 Closed	0 $0
Q2 2020 Jul 31, 2020	SELL	$35.99 - $40.49 $323 - $364	-9 Reduced 0.03%	26,881 $1.07 Million
Q1 2020 Apr 09, 2020	SELL	$34.02 - $40.94 $28,066 - $33,775	-825 Reduced 2.98%	26,890 $988,000
Q4 2019 Jan 21, 2020	BUY	$38.71 - $40.3 $19,393 - $20,190	501 Added 1.84%	27,715 $1.11 Million
Q3 2019 Oct 15, 2019	SELL	$38.32 - $39.31 $245,746 - $252,095	-6,413 Reduced 19.07%	27,214 $1.07 Million
Q2 2019 Aug 05, 2019	BUY	$37.75 - $39.08 $181,539 - $187,935	4,809 Added 16.69%	33,627 $1.55 Million
Q1 2019 Apr 19, 2019	BUY	$35.53 - $38.06 $266,652 - $285,640	7,505 Added 35.21%	28,818 $1.1 Million
Q3 2018 Nov 09, 2018	BUY	$37.2 - $38.08 $136,077 - $139,296	3,658 Added 20.72%	21,313 $808,000
Q2 2018 Jul 16, 2018	BUY	$37.34 - $37.89 $132,183 - $134,130	3,540 Added 25.08%	17,655 $663,000
Q1 2018 Apr 23, 2018	SELL	$37.16 - $39.0 $449,078 - $471,315	-12,085 Reduced 46.13%	14,115 $533,000
Q4 2017 Jan 29, 2018	BUY	$37.87 - $38.74 $715,629 - $732,069	18,897 Added 258.76%	26,200 $4.97 Million
Q3 2017 Nov 03, 2017	BUY	$37.81 - $37.97 $276,126 - $277,294	7,303	7,303 $277,000

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# of Institutions

251

Shares Held

11.3M

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