Sovereign Financial Group, Inc. Ishares Tr Core Aggressive All Transaction History

Sovereign Financial Group, Inc.

  • $426 Million
  • Q4 2024

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 5,583 shares of AOA stock, worth $435,306. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,583
Previous 4,097 36.27%
Holding current value
$435,306
Previous $323,000 32.2%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Jan 14, 2025
BUY
$76.61 - $79.88 $113,842 - $118,701
1,486 Added 36.27%
5,583 $427,000
Q3 2024

Oct 08, 2024
SELL
$72.11 - $79.05 $18,748 - $20,553
-260 Reduced 5.97%
4,097 $323,000
Q2 2024

Jul 15, 2024
SELL
$70.02 - $75.08 $43,622 - $46,774
-623 Reduced 12.51%
4,357 $325,000
Q1 2024

Apr 15, 2024
SELL
$67.75 - $73.5 $9,959 - $10,804
-147 Reduced 2.87%
4,980 $365,000
Q4 2023

Feb 06, 2024
SELL
$60.96 - $69.28 $26,578 - $30,206
-436 Reduced 7.84%
5,127 $354,000
Q3 2023

Nov 03, 2023
SELL
$63.24 - $67.72 $82,148 - $87,968
-1,299 Reduced 18.93%
5,563 $353,000
Q2 2023

Jul 31, 2023
SELL
$63.04 - $66.51 $14,625 - $15,430
-232 Reduced 3.27%
6,862 $455,000
Q1 2023

May 04, 2023
SELL
$59.87 - $64.81 $209,904 - $227,223
-3,506 Reduced 33.08%
7,094 $451,000
Q4 2022

Feb 13, 2023
SELL
$55.07 - $62.69 $144,063 - $163,997
-2,616 Reduced 19.79%
10,600 $633,000
Q3 2022

Nov 14, 2022
BUY
$55.45 - $64.54 $141,286 - $164,447
2,548 Added 23.88%
13,216 $733,000
Q2 2022

Aug 15, 2022
SELL
$58.69 - $69.52 $606,267 - $718,141
-10,330 Reduced 49.2%
10,668 $639,000
Q4 2021

Feb 15, 2022
BUY
$69.49 - $73.61 $1.46 Million - $1.55 Million
20,998 New
20,998 $1.53 Million

Others Institutions Holding AOA

# of Institutions
370
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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