Plan Group Financial, LLC Ishares Tr Core Aggressive All Transaction History

Plan Group Financial, LLC

  • $187 Million
  • Q4 2024

A detailed history of Plan Group Financial, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Plan Group Financial, LLC holds 19,813 shares of AOA stock, worth $1.57 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
19,813
Previous 26,598 25.51%
Holding current value
$1.57 Million
Previous $2.1 Million 27.69%
% of portfolio
0.81%
Previous 1.12%

Shares

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

Jan 31, 2025
SELL
$76.61 - $79.88 $519,798 - $541,985
-6,785 Reduced 25.51%
19,813 $1.52 Million
Q3 2024

Oct 22, 2024
SELL
$72.11 - $79.05 $17,017 - $18,655
-236 Reduced 0.88%
26,598 $2.1 Million
Q2 2024

Aug 05, 2024
BUY
$70.02 - $75.08 $420,750 - $451,155
6,009 Added 28.85%
26,834 $2.01 Million
Q1 2024

Apr 26, 2024
BUY
$67.75 - $73.5 $284,753 - $308,920
4,203 Added 25.29%
20,825 $1.53 Million
Q4 2023

Jan 29, 2024
SELL
$60.96 - $69.28 $118,689 - $134,888
-1,947 Reduced 10.49%
16,622 $1.15 Million
Q3 2023

Nov 13, 2023
BUY
$63.24 - $67.72 $1.17 Million - $1.26 Million
18,569 New
18,569 $1.18 Million

Others Institutions Holding AOA

# of Institutions
369
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
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More about AOA
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