Ifg Advisory, LLC Ishares Tr Core Aggressive All Transaction History

Ifg Advisory, LLC

$1.75 Billion
Q4 2024

A detailed history of Ifg Advisory, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Ifg Advisory, LLC holds 7,517 shares of AOA stock, worth $573,471. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,517

Holding current value

$573,471

% of portfolio

0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$76.61 - $79.88 $575,877 - $600,457	7,517 New	7,517 $575,000
Q2 2024 Jul 30, 2024	BUY	$70.02 - $75.08 $440,985 - $472,853	6,298 New	6,298 $470,000
Q4 2021 Feb 14, 2022	SELL	$69.49 - $73.61 $207,844 - $220,167	-2,991 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$67.52 - $70.92 $10,465 - $10,992	-155 Reduced 4.93%	2,991 $211,000
Q1 2021 Apr 19, 2021	BUY	$63.86 - $67.38 $200,903 - $211,977	3,146 New	3,146 $210,000
Q1 2020 May 11, 2020	SELL	$42.55 - $59.41 $273,851 - $382,362	-6,436 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$53.52 - $58.4 $344,454 - $375,862	6,436 New	6,436 $373,000

Others Institutions Holding AOA

# of Institutions

371

Shares Held

10M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$167 Million
1.41% of portfolio
Wells Fargo & Company San Francisco, CA

641K
Shares

$48.9 Million
0.01% of portfolio
Rockefeller Capital Management L.P. New York, NY

515K
Shares

$39.3 Million
0.11% of portfolio
Stifel Financial Corp St. Louis, MO

306K
Shares

$23.4 Million
0.03% of portfolio
Assetmark, Inc

273K
Shares

$20.8 Million
0.06% of portfolio

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 Ifg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ifg Advisory, LLC with notifications on news.

Account