Glovista Investments LLC Ishares Tr Core Moderate Alloc Transaction History

Glovista Investments LLC

$215 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 14, 2020	SELL	$38.71 - $40.3 $258,969 - $269,607	-6,690 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$38.32 - $39.31 $256,360 - $262,983	6,690 New	6,690 $263,000

Others Institutions Holding AOM

# of Institutions

274

Shares Held

13.2M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

2.73M
Shares

$121 Million
0.0% of portfolio
Morgan Stanley New York, NY

1.1M
Shares

$48.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

969K
Shares

$43.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

950K
Shares

$42.3 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

735K
Shares

$32.7 Million
0.01% of portfolio

About ISHARES TR CORE MODERATE ALLOC

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