Jnba Financial Advisors Ishares Tr Core Aggressive All Transaction History

Jnba Financial Advisors

$970 Million
Q4 2024

A detailed history of Jnba Financial Advisors transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Jnba Financial Advisors holds 7,200 shares of AOA stock, worth $568,944. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,200

Previous 7,044 2.21%

Holding current value

$568,944

Previous $555,000 0.72%

% of portfolio

0.06%

Previous 0.06%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$76.61 - $79.88 $11,951 - $12,461	156 Added 2.21%	7,200 $551,000
Q3 2024 Oct 30, 2024	SELL	$72.11 - $79.05 $15,936 - $17,470	-221 Reduced 3.04%	7,044 $555,000
Q2 2024 Jul 22, 2024	SELL	$70.02 - $75.08 $46,283 - $49,627	-661 Reduced 8.34%	7,265 $543,000
Q1 2024 Apr 26, 2024	SELL	$67.75 - $73.5 $320,051 - $347,214	-4,724 Reduced 37.34%	7,926 $582,000
Q4 2023 Feb 07, 2024	BUY	$60.96 - $69.28 $39,502 - $44,893	648 Added 5.4%	12,650 $873,000
Q3 2023 Nov 02, 2023	BUY	$63.24 - $67.72 $3,162 - $3,386	50 Added 0.42%	12,002 $762,000
Q2 2023 Aug 03, 2023	BUY	$63.04 - $66.51 $37,382 - $39,440	593 Added 5.22%	11,952 $792,000
Q1 2023 May 01, 2023	SELL	$59.87 - $64.81 $38,077 - $41,219	-636 Reduced 5.3%	11,359 $722,000
Q4 2022 Feb 06, 2023	SELL	$55.07 - $62.69 $8,866 - $10,093	-161 Reduced 1.32%	11,995 $716,000
Q3 2022 Nov 07, 2022	BUY	$55.45 - $64.54 $72,694 - $84,611	1,311 Added 12.09%	12,156 $674,000
Q2 2022 Jul 22, 2022	BUY	$58.69 - $69.52 $2,523 - $2,989	43 Added 0.4%	10,845 $650,000
Q1 2022 Apr 29, 2022	BUY	$65.0 - $73.15 $46,410 - $52,229	714 Added 7.08%	10,802 $745,000
Q4 2021 Feb 03, 2022	SELL	$69.49 - $73.61 $694 - $736	-10 Reduced 0.1%	10,088 $735,000
Q3 2021 Nov 10, 2021	BUY	$69.28 - $72.77 $5,750 - $6,039	83 Added 0.83%	10,098 $705,000
Q2 2021 Aug 04, 2021	SELL	$67.52 - $70.92 $35,583 - $37,374	-527 Reduced 5.0%	10,015 $708,000
Q1 2021 May 03, 2021	SELL	$63.86 - $67.38 $16,412 - $17,316	-257 Reduced 2.38%	10,542 $706,000
Q4 2020 Jan 25, 2021	BUY	$56.73 - $64.27 $598,671 - $678,241	10,553 Added 4289.84%	10,799 $693,000
Q3 2020 Nov 05, 2020	BUY	$55.0 - $60.45 $55 - $60	1 Added 0.41%	246 $14,000
Q2 2020 Jul 24, 2020	SELL	$46.01 - $56.68 $552,488 - $680,613	-12,008 Reduced 98.0%	245 $13,000
Q1 2020 May 01, 2020	BUY	$42.55 - $59.41 $502,855 - $702,107	11,818 Added 2716.78%	12,253 $582,000
Q4 2019 Feb 10, 2020	BUY	$53.52 - $58.4 $160 - $175	3 Added 0.69%	435 $25,000
Q3 2019 Nov 01, 2019	BUY	$52.61 - $55.45 $105 - $110	2 Added 0.47%	432 $24,000
Q2 2019 Jul 26, 2019	SELL	$52.38 - $55.24 $3,876 - $4,087	-74 Reduced 14.68%	430 $24,000
Q1 2019 May 01, 2019	SELL	$47.96 - $53.89 $922,942 - $1.04 Million	-19,244 Reduced 97.45%	504 $27,000
Q4 2018 Feb 07, 2019	BUY	$47.04 - $54.74 $928,945 - $1.08 Million	19,748 New	19,748 $959,000
Q3 2018 Nov 01, 2018	SELL	$52.65 - $55.0 $969,023 - $1.01 Million	-18,405 Closed	0 $0
Q2 2018 Jul 17, 2018	BUY	$52.7 - $54.7 $70,723 - $73,407	1,342 Added 7.86%	18,405 $983,000
Q1 2018 May 07, 2018	BUY	$52.32 - $56.92 $64,405 - $70,068	1,231 Added 7.78%	17,063 $17.1 Million
Q4 2017 Jan 31, 2018	BUY	$53.61 - $55.82 $48,517 - $50,517	905 Added 6.06%	15,832 $853,000
Q3 2017 Nov 13, 2017	BUY	$53.19 - $53.58 $16,329 - $16,449	307 Added 2.1%	14,927 $800,000
Q2 2017 Aug 14, 2017	BUY	N/A	14,620	14,620 $757,000

Others Institutions Holding AOA

# of Institutions

346

Shares Held

8.51M

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 Jnba Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Jnba Financial Advisors with notifications on news.

Account

Jnba Financial Advisors Ishares Tr Core Aggressive All Transaction History