Simpli Fi, Inc. Ishares Tr Core Moderate Alloc Transaction History

Simpli Fi, Inc.

$216 Million
Q4 2024

A detailed history of Simpli Fi, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Simpli Fi, Inc. holds 8,337 shares of AOM stock, worth $367,328. This represents 0.17% of its overall portfolio holdings.

Number of Shares

8,337

Previous 9,075 8.13%

Holding current value

$367,328

Previous $409,000 11.49%

% of portfolio

0.17%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$43.44 - $45.05 $32,058 - $33,246	-738 Reduced 8.13%	8,337 $362,000
Q3 2024 Oct 22, 2024	BUY	$42.66 - $45.18 $3,242 - $3,433	76 Added 0.84%	9,075 $409,000
Q2 2024 Jul 25, 2024	SELL	$41.17 - $43.25 $109,224 - $114,742	-2,653 Reduced 22.77%	8,999 $387,000
Q1 2024 Apr 22, 2024	BUY	$40.86 - $42.78 $29,092 - $30,459	712 Added 6.51%	11,652 $498,000
Q3 2023 Oct 10, 2023	SELL	$38.81 - $40.84 $4,579 - $4,819	-118 Reduced 1.07%	10,940 $425,000
Q2 2023 Jul 17, 2023	BUY	$39.32 - $40.55 $91,615 - $94,481	2,330 Added 26.7%	11,058 $446,000
Q1 2023 Apr 19, 2023	BUY	$38.2 - $40.45 $71,166 - $75,358	1,863 Added 27.14%	8,728 $347,000
Q4 2022 Jan 23, 2023	SELL	$36.07 - $39.57 $160,727 - $176,323	-4,456 Reduced 39.36%	6,865 $0
Q3 2022 Oct 18, 2022	BUY	$36.57 - $40.81 $2,194 - $2,448	60 Added 0.53%	11,321 $414,000
Q2 2022 Jul 20, 2022	BUY	$38.3 - $43.06 $15,128 - $17,008	395 Added 3.64%	11,261 $439,000
Q1 2022 Apr 14, 2022	SELL	$41.74 - $45.45 $250 - $272	-6 Reduced 0.06%	10,866 $467,000
Q4 2021 Jan 20, 2022	BUY	$44.53 - $46.0 $183,107 - $189,152	4,112 Added 60.83%	10,872 $494,000
Q3 2021 Oct 14, 2021	BUY	$44.74 - $45.93 $14,272 - $14,651	319 Added 4.95%	6,760 $302,000
Q2 2021 Jul 21, 2021	BUY	$43.8 - $45.14 $282,115 - $290,746	6,441 New	6,441 $290,000

Others Institutions Holding AOM

# of Institutions

253

Shares Held

11.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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