Divergent Planning, LLC Ishares Tr Core Aggressive All Transaction History

Divergent Planning, LLC

$296 Million
Q1 2025

A detailed history of Divergent Planning, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Divergent Planning, LLC holds 4,731 shares of AOA stock, worth $349,100. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,731

Previous 4,729 0.04%

Holding current value

$349,100

Previous $362,000 0.55%

% of portfolio

0.12%

Previous 0.12%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$75.7 - $80.01 $151 - $160	2 Added 0.04%	4,731 $360,000
Q4 2024 Jan 16, 2025	BUY	$76.61 - $79.88 $2,451 - $2,556	32 Added 0.68%	4,729 $362,000
Q3 2024 Oct 07, 2024	BUY	$72.11 - $79.05 $57,976 - $63,556	804 Added 20.65%	4,697 $370,000
Q2 2024 Jul 12, 2024	SELL	$70.02 - $75.08 $8,122 - $8,709	-116 Reduced 2.89%	3,893 $291,000
Q1 2024 Apr 12, 2024	BUY	$67.75 - $73.5 $1,151 - $1,249	17 Added 0.43%	4,009 $294,000
Q4 2023 Jan 10, 2024	SELL	$60.96 - $69.28 $853 - $969	-14 Reduced 0.35%	3,992 $275,000
Q3 2023 Oct 13, 2023	SELL	$63.24 - $67.72 $16,442 - $17,607	-260 Reduced 6.09%	4,006 $254,000
Q2 2023 Jul 11, 2023	SELL	$63.04 - $66.51 $70,856 - $74,757	-1,124 Reduced 20.85%	4,266 $283,000
Q1 2023 Apr 07, 2023	SELL	$59.87 - $64.81 $33,766 - $36,552	-564 Reduced 9.47%	5,390 $342,000
Q4 2022 Jan 18, 2023	SELL	$55.07 - $62.69 $46,699 - $53,161	-848 Reduced 12.47%	5,954 $0
Q3 2022 Oct 12, 2022	SELL	$55.45 - $64.54 $1,940 - $2,258	-35 Reduced 0.51%	6,802 $377,000
Q2 2022 Jul 11, 2022	SELL	$58.69 - $69.52 $6,221 - $7,369	-106 Reduced 1.53%	6,837 $409,000
Q1 2022 Apr 14, 2022	SELL	$65.0 - $73.15 $33,735 - $37,964	-519 Reduced 6.96%	6,943 $481,000
Q4 2021 Jan 14, 2022	SELL	$69.49 - $73.61 $109,238 - $115,714	-1,572 Reduced 17.4%	7,462 $546,000
Q3 2021 Oct 15, 2021	SELL	$69.28 - $72.77 $6,928 - $7,277	-100 Reduced 1.09%	9,034 $631,000
Q2 2021 Jul 22, 2021	BUY	$67.52 - $70.92 $5,334 - $5,602	79 Added 0.87%	9,134 $641,000
Q1 2021 Apr 23, 2021	BUY	$63.86 - $67.38 $4,917 - $5,188	77 Added 0.86%	9,055 $629,000
Q4 2020 Feb 10, 2021	BUY	$56.73 - $64.27 $509,321 - $577,016	8,978 New	8,978 $576,000

Others Institutions Holding AOA

# of Institutions

368

Shares Held

10M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Divergent Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Divergent Planning, LLC with notifications on news.

Account

Divergent Planning, LLC Ishares Tr Core Aggressive All Transaction History