Cahaba Wealth Management, Inc. Ishares Tr Core Moderate Alloc Transaction History

Cahaba Wealth Management, Inc.

$1.21 Billion
Q4 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$38.3 - $43.06 $408,086 - $458,804	-10,655 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$41.74 - $45.45 $1,126 - $1,227	27 Added 0.25%	10,655 $431,000
Q4 2021 Feb 01, 2022	BUY	$44.53 - $46.0 $3,517 - $3,634	79 Added 0.75%	10,628 $483,000
Q3 2021 Oct 15, 2021	BUY	$44.74 - $45.93 $271,929 - $279,162	6,078 Added 135.94%	10,549 $471,000
Q2 2021 Aug 13, 2021	SELL	$43.8 - $45.14 $16,600 - $17,108	-379 Reduced 7.81%	4,471 $202,000
Q1 2021 May 06, 2021	BUY	$42.87 - $44.08 $207,919 - $213,788	4,850 New	4,850 $211,000
Q4 2020 Feb 10, 2021	SELL	$40.42 - $43.32 $242,843 - $260,266	-6,008 Closed	0 $0
Q3 2020 Oct 27, 2020	SELL	$39.91 - $42.11 $135,973 - $143,468	-3,407 Reduced 36.19%	6,008 $246,000
Q2 2020 Aug 03, 2020	BUY	$35.99 - $40.49 $3,706 - $4,170	103 Added 1.11%	9,415 $385,000
Q1 2020 Apr 30, 2020	SELL	$34.02 - $40.94 $40,687 - $48,964	-1,196 Reduced 11.38%	9,312 $342,000
Q4 2019 Feb 10, 2020	BUY	$38.71 - $40.3 $3,445 - $3,586	89 Added 0.85%	10,508 $421,000
Q3 2019 Oct 23, 2019	BUY	$38.32 - $39.31 $2,260 - $2,319	59 Added 0.57%	10,419 $409,000
Q2 2019 Jul 31, 2019	BUY	$37.75 - $39.08 $17,780 - $18,406	471 Added 4.76%	10,360 $404,000
Q1 2019 Apr 08, 2019	SELL	$35.53 - $38.06 $1.73 Million - $1.85 Million	-48,619 Reduced 83.1%	9,889 $376,000
Q4 2018 Jan 14, 2019	BUY	$35.24 - $37.92 $2.06 Million - $2.22 Million	58,508 New	58,508 $2.09 Million

Others Institutions Holding AOM

# of Institutions

278

Shares Held

14M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

2.73M
Shares

$117 Million
0.0% of portfolio
Morgan Stanley New York, NY

1.1M
Shares

$47 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

969K
Shares

$41.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

950K
Shares

$40.6 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

735K
Shares

$31.4 Million
0.01% of portfolio

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