Professional Financial Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Professional Financial Advisors, LLC

$382 Million
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 27, 2023	BUY	$47.5 - $50.91 $231,182 - $247,778	4,867 Added 32.79%	19,710 $986,000
Q4 2022 Feb 14, 2023	SELL	$44.27 - $49.42 $1,416 - $1,581	-32 Reduced 0.22%	14,843 $699,000
Q3 2022 Nov 09, 2022	SELL	$44.78 - $50.98 $39,316 - $44,760	-878 Reduced 5.57%	14,875 $666,000
Q2 2022 Jul 28, 2022	SELL	$47.07 - $54.22 $186,255 - $214,548	-3,957 Reduced 20.08%	15,753 $756,000
Q1 2022 May 05, 2022	BUY	$51.69 - $57.18 $70,505 - $77,993	1,364 Added 7.43%	19,710 $1.06 Million
Q4 2021 Jan 18, 2022	BUY	$55.21 - $57.77 $26,500 - $27,729	480 Added 2.69%	18,346 $1.05 Million
Q3 2021 Oct 19, 2021	BUY	$55.25 - $57.29 $34,697 - $35,978	628 Added 3.64%	17,866 $991,000
Q2 2021 Jul 20, 2021	SELL	$54.04 - $56.17 $1,351 - $1,404	-25 Reduced 0.14%	17,238 $967,000
Q1 2021 May 05, 2021	SELL	$52.05 - $53.97 $562,244 - $582,983	-10,802 Reduced 38.49%	17,263 $925,000
Q4 2020 Jan 14, 2021	SELL	$47.5 - $52.36 $150,575 - $165,981	-3,170 Reduced 10.15%	28,065 $1.47 Million
Q3 2020 Nov 13, 2020	BUY	$46.46 - $50.06 $317,043 - $341,609	6,824 Added 27.95%	31,235 $1.48 Million
Q2 2020 Aug 14, 2020	SELL	$40.37 - $47.5 $2,825 - $3,325	-70 Reduced 0.29%	24,411 $1.13 Million
Q1 2020 May 15, 2020	BUY	$37.67 - $48.89 $754,454 - $979,168	20,028 Added 449.76%	24,481 $1.07 Million
Q4 2019 Feb 11, 2020	BUY	$45.15 - $48.12 $201,052 - $214,278	4,453 New	4,453 $213,000

Others Institutions Holding AOR

# of Institutions

369

Shares Held

14.5M

Call Options Held

4K

Put Options Held

0

About ISHARES TR CORE GROWTH ALLOCAT

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