Financial Advocates Investment Management Ishares Tr Core Growth Allocat Transaction History

Financial Advocates Investment Management

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$55.15 - $59.31 $222,033 - $238,782	4,026 New	4,026 $238,000
Q1 2024 May 01, 2024	BUY	$52.25 - $55.68 $134,596 - $143,431	2,576 New	2,576 $143,000
Q3 2023 Oct 27, 2023	BUY	$49.22 - $52.2 $679,678 - $720,829	13,809 New	13,809 $682,000
Q4 2022 Feb 14, 2023	BUY	$44.27 - $49.42 $274,474 - $306,404	6,200 New	6,200 $292,000
Q2 2022 Aug 12, 2022	SELL	$47.07 - $54.22 $432,008 - $497,631	-9,178 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$51.69 - $57.18 $2.08 Million - $2.3 Million	-40,221 Reduced 81.42%	9,178 $825,000
Q4 2021 Feb 14, 2022	BUY	$55.21 - $57.77 $2.46 Million - $2.58 Million	44,588 Added 926.79%	49,399 $1.61 Million
Q3 2021 Nov 04, 2021	SELL	$55.25 - $57.29 $2.26 Million - $2.35 Million	-40,966 Reduced 89.49%	4,811 $267,000
Q2 2021 Aug 03, 2021	BUY	$54.04 - $56.17 $2.18 Million - $2.27 Million	40,333 Added 740.87%	45,777 $1.41 Million
Q1 2021 May 10, 2021	SELL	$52.05 - $53.97 $479,224 - $496,901	-9,207 Reduced 62.84%	5,444 $292,000
Q4 2020 Feb 12, 2021	BUY	$47.5 - $52.36 $323,570 - $356,676	6,812 Added 86.9%	14,651 $916,000
Q3 2020 Nov 04, 2020	BUY	$46.46 - $50.06 $168,417 - $181,467	3,625 Added 86.02%	7,839 $671,000
Q2 2020 Aug 14, 2020	BUY	$40.37 - $47.5 $95,959 - $112,907	2,377 Added 129.4%	4,214 $308,000
Q4 2018 Feb 14, 2019	SELL	N/A	-32,726 Reduced 94.69%	1,837 $0
Q3 2018 Nov 14, 2018	BUY	N/A	8,062 Added 30.42%	34,563 $0
Q2 2018 Aug 09, 2018	BUY	N/A	17,305 Added 188.18%	26,501 $1.17 Million
Q1 2018 May 11, 2018	BUY	N/A	9,196 New	9,196 $410,000

372

15.7M

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