Syverson Strege & CO Ishares Tr Core Aggressive All Transaction History

Syverson Strege & CO

$280 Million
Q4 2024

A detailed history of Syverson Strege & CO transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Syverson Strege & CO holds 24,219 shares of AOA stock, worth $1.85 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

24,219

Previous 23,751 1.97%

Holding current value

$1.85 Million

Previous $1.87 Million 1.01%

% of portfolio

0.66%

Previous 0.68%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$76.61 - $79.88 $35,853 - $37,383	468 Added 1.97%	24,219 $1.86 Million
Q3 2024 Nov 12, 2024	SELL	$72.11 - $79.05 $193,615 - $212,249	-2,685 Reduced 10.16%	23,751 $1.87 Million
Q2 2024 Aug 07, 2024	SELL	$70.02 - $75.08 $5,951 - $6,381	-85 Reduced 0.32%	26,436 $1.98 Million
Q1 2024 Apr 30, 2024	BUY	$67.75 - $73.5 $26,083 - $28,297	385 Added 1.47%	26,521 $1.95 Million
Q4 2023 Feb 14, 2024	BUY	$60.96 - $69.28 $27,736 - $31,522	455 Added 1.77%	26,136 $1.8 Million
Q3 2023 Nov 09, 2023	BUY	$63.24 - $67.72 $147,538 - $157,990	2,333 Added 9.99%	25,681 $1.63 Million
Q2 2023 Aug 04, 2023	BUY	$63.04 - $66.51 $30,700 - $32,390	487 Added 2.13%	23,348 $1.55 Million
Q1 2023 May 03, 2023	SELL	$59.87 - $64.81 $90,403 - $97,863	-1,510 Reduced 6.2%	22,861 $1.45 Million
Q4 2022 Feb 06, 2023	BUY	$55.07 - $62.69 $117,244 - $133,467	2,129 Added 9.57%	24,371 $1.46 Million
Q3 2022 Nov 09, 2022	BUY	$55.45 - $64.54 $38,315 - $44,597	691 Added 3.21%	22,242 $1.23 Million
Q2 2022 Aug 11, 2022	SELL	$58.69 - $69.52 $2,230 - $2,641	-38 Reduced 0.18%	21,551 $1.29 Million
Q1 2022 Apr 13, 2022	BUY	$65.0 - $73.15 $162,565 - $182,948	2,501 Added 13.1%	21,589 $1.49 Million
Q4 2021 Jan 19, 2022	BUY	$69.49 - $73.61 $36,899 - $39,086	531 Added 2.86%	19,088 $1.39 Million
Q3 2021 Nov 02, 2021	SELL	$69.28 - $72.77 $4,780 - $5,021	-69 Reduced 0.37%	18,557 $1.3 Million
Q2 2021 Aug 04, 2021	BUY	$67.52 - $70.92 $108,572 - $114,039	1,608 Added 9.45%	18,626 $1.32 Million
Q1 2021 May 07, 2021	BUY	$63.86 - $67.38 $123,505 - $130,312	1,934 Added 12.82%	17,018 $1.14 Million
Q4 2020 Feb 03, 2021	BUY	$56.73 - $64.27 $855,715 - $969,448	15,084 New	15,084 $968,000

Others Institutions Holding AOA

# of Institutions

372

Shares Held

10.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Syverson Strege & CO Ishares Tr Core Aggressive All Transaction History