A detailed history of Simpli Fi, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Simpli Fi, Inc. holds 7,075 shares of AOA stock, worth $551,920. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,075
Previous 7,974 11.27%
Holding current value
$551,920
Previous $596,000 6.38%
% of portfolio
0.25%
Previous 0.28%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$72.11 - $79.05 $64,826 - $71,065
-899 Reduced 11.27%
7,075 $558,000
Q2 2024

Jul 25, 2024

SELL
$70.02 - $75.08 $73,521 - $78,834
-1,050 Reduced 11.64%
7,974 $596,000
Q1 2024

Apr 22, 2024

BUY
$67.75 - $73.5 $37,059 - $40,204
547 Added 6.45%
9,024 $662,000
Q3 2023

Oct 10, 2023

SELL
$63.24 - $67.72 $13,153 - $14,085
-208 Reduced 2.39%
8,477 $538,000
Q2 2023

Jul 17, 2023

BUY
$63.04 - $66.51 $7,690 - $8,114
122 Added 1.42%
8,685 $576,000
Q1 2023

Apr 19, 2023

BUY
$59.87 - $64.81 $13,051 - $14,128
218 Added 2.61%
8,563 $544,000
Q4 2022

Jan 23, 2023

BUY
$55.07 - $62.69 $1,597 - $1,818
29 Added 0.35%
8,345 $0
Q3 2022

Oct 18, 2022

BUY
$55.45 - $64.54 $16,690 - $19,426
301 Added 3.76%
8,316 $461,000
Q2 2022

Jul 20, 2022

BUY
$58.69 - $69.52 $469 - $556
8 Added 0.1%
8,015 $480,000
Q1 2022

Apr 14, 2022

BUY
$65.0 - $73.15 $585 - $658
9 Added 0.11%
8,007 $552,000
Q4 2021

Jan 20, 2022

SELL
$69.49 - $73.61 $42,736 - $45,270
-615 Reduced 7.14%
7,998 $582,000
Q3 2021

Oct 14, 2021

BUY
$69.28 - $72.77 $3,948 - $4,147
57 Added 0.67%
8,613 $601,000
Q2 2021

Jul 21, 2021

BUY
$67.52 - $70.92 $577,701 - $606,791
8,556 New
8,556 $604,000

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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