Plan Group Financial, LLC Ishares Tr Core Conservative A Transaction History

Plan Group Financial, LLC

  • $187 Million
  • Q4 2024

A detailed history of Plan Group Financial, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Plan Group Financial, LLC holds 10,444 shares of AOK stock, worth $396,245. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,444
Previous 12,224 14.56%
Holding current value
$396,245
Previous $472,000 17.58%
% of portfolio
0.21%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$37.3 - $38.64 $66,394 - $68,779
-1,780 Reduced 14.56%
10,444 $389,000
Q3 2024

Oct 22, 2024
BUY
$36.8 - $38.71 $2,833 - $2,980
77 Added 0.63%
12,224 $472,000
Q2 2024

Aug 05, 2024
BUY
$35.66 - $37.13 $26,031 - $27,104
730 Added 6.39%
12,147 $448,000
Q1 2024

Apr 26, 2024
SELL
$35.65 - $36.85 $23,208 - $23,989
-651 Reduced 5.39%
11,417 $420,000
Q4 2023

Jan 29, 2024
SELL
$33.17 - $36.3 $31,544 - $34,521
-951 Reduced 7.3%
12,068 $436,000
Q3 2023

Nov 13, 2023
BUY
$33.87 - $35.64 $440,953 - $463,997
13,019 New
13,019 $442,000

Others Institutions Holding AOK

# of Institutions
179
Shares Held
7.46M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE CONSERVATIVE A

AOK Quotes by TradingView
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