Simpli Fi, Inc. Ishares Tr Core Growth Allocat Transaction History

Simpli Fi, Inc.

$216 Million
Q4 2024

A detailed history of Simpli Fi, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Simpli Fi, Inc. holds 19,278 shares of AOR stock, worth $1.07 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

19,278

Previous 20,046 3.83%

Holding current value

$1.07 Million

Previous $1.19 Million 6.91%

% of portfolio

0.51%

Previous 0.54%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$57.32 - $59.66 $44,021 - $45,818	-768 Reduced 3.83%	19,278 $1.11 Million
Q3 2024 Oct 22, 2024	SELL	$55.15 - $59.31 $28,678 - $30,841	-520 Reduced 2.53%	20,046 $1.19 Million
Q2 2024 Jul 25, 2024	SELL	$53.33 - $56.61 $23,785 - $25,248	-446 Reduced 2.12%	20,566 $1.16 Million
Q1 2024 Apr 22, 2024	SELL	$52.25 - $55.68 $37,672 - $40,145	-721 Reduced 3.32%	21,012 $1.17 Million
Q3 2023 Oct 10, 2023	BUY	$49.22 - $52.2 $14,372 - $15,242	292 Added 1.36%	21,733 $1.07 Million
Q2 2023 Jul 17, 2023	BUY	$49.42 - $51.49 $20,113 - $20,956	407 Added 1.93%	21,441 $1.1 Million
Q1 2023 Apr 19, 2023	SELL	$47.5 - $50.91 $45,837 - $49,128	-965 Reduced 4.39%	21,034 $1.05 Million
Q4 2022 Jan 23, 2023	BUY	$44.27 - $49.42 $16,778 - $18,730	379 Added 1.75%	21,999 $0
Q3 2022 Oct 18, 2022	BUY	$44.78 - $50.98 $3,716 - $4,231	83 Added 0.39%	21,620 $968,000
Q2 2022 Jul 20, 2022	SELL	$47.07 - $54.22 $40,950 - $47,171	-870 Reduced 3.88%	21,537 $1.03 Million
Q1 2022 Apr 14, 2022	BUY	$51.69 - $57.18 $7,236 - $8,005	140 Added 0.63%	22,407 $1.21 Million
Q4 2021 Jan 20, 2022	BUY	$55.21 - $57.77 $84,305 - $88,214	1,527 Added 7.36%	22,267 $1.27 Million
Q3 2021 Oct 14, 2021	BUY	$55.25 - $57.29 $87,184 - $90,403	1,578 Added 8.24%	20,740 $1.15 Million
Q2 2021 Jul 21, 2021	BUY	$54.04 - $56.17 $1.04 Million - $1.08 Million	19,162 New	19,162 $1.07 Million

Others Institutions Holding AOR

# of Institutions

391

Shares Held

19.7M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
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