Divergent Planning, LLC Ishares Tr Core Aggressive All Transaction History

Divergent Planning, LLC

$268 Million
Q3 2024

A detailed history of Divergent Planning, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Divergent Planning, LLC holds 4,697 shares of AOA stock, worth $363,031. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,697

Previous 3,893 20.65%

Holding current value

$363,031

Previous $291,000 27.15%

% of portfolio

0.14%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$72.11 - $79.05 $57,976 - $63,556	804 Added 20.65%	4,697 $370,000
Q2 2024 Jul 12, 2024	SELL	$70.02 - $75.08 $8,122 - $8,709	-116 Reduced 2.89%	3,893 $291,000
Q1 2024 Apr 12, 2024	BUY	$67.75 - $73.5 $1,151 - $1,249	17 Added 0.43%	4,009 $294,000
Q4 2023 Jan 10, 2024	SELL	$60.96 - $69.28 $853 - $969	-14 Reduced 0.35%	3,992 $275,000
Q3 2023 Oct 13, 2023	SELL	$63.24 - $67.72 $16,442 - $17,607	-260 Reduced 6.09%	4,006 $254,000
Q2 2023 Jul 11, 2023	SELL	$63.04 - $66.51 $70,856 - $74,757	-1,124 Reduced 20.85%	4,266 $283,000
Q1 2023 Apr 07, 2023	SELL	$59.87 - $64.81 $33,766 - $36,552	-564 Reduced 9.47%	5,390 $342,000
Q4 2022 Jan 18, 2023	SELL	$55.07 - $62.69 $46,699 - $53,161	-848 Reduced 12.47%	5,954 $0
Q3 2022 Oct 12, 2022	SELL	$55.45 - $64.54 $1,940 - $2,258	-35 Reduced 0.51%	6,802 $377,000
Q2 2022 Jul 11, 2022	SELL	$58.69 - $69.52 $6,221 - $7,369	-106 Reduced 1.53%	6,837 $409,000
Q1 2022 Apr 14, 2022	SELL	$65.0 - $73.15 $33,735 - $37,964	-519 Reduced 6.96%	6,943 $481,000
Q4 2021 Jan 14, 2022	SELL	$69.49 - $73.61 $109,238 - $115,714	-1,572 Reduced 17.4%	7,462 $546,000
Q3 2021 Oct 15, 2021	SELL	$69.28 - $72.77 $6,928 - $7,277	-100 Reduced 1.09%	9,034 $631,000
Q2 2021 Jul 22, 2021	BUY	$67.52 - $70.92 $5,334 - $5,602	79 Added 0.87%	9,134 $641,000
Q1 2021 Apr 23, 2021	BUY	$63.86 - $67.38 $4,917 - $5,188	77 Added 0.86%	9,055 $629,000
Q4 2020 Feb 10, 2021	BUY	$56.73 - $64.27 $509,321 - $577,016	8,978 New	8,978 $576,000

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Divergent Planning, LLC Ishares Tr Core Aggressive All Transaction History