Financial Advocates Investment Management Ishares Tr Core Aggressive All Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Financial Advocates Investment Management holds 66,673 shares of AOA stock, worth $5.24 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

66,673

Previous 58,043 14.87%

Holding current value

$5.24 Million

Previous $4.58 Million 11.51%

% of portfolio

0.3%

Previous 0.26%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$76.61 - $79.88 $661,144 - $689,364	8,630 Added 14.87%	66,673 $5.11 Million
Q3 2024 Oct 25, 2024	BUY	$72.11 - $79.05 $1.42 Million - $1.55 Million	19,644 Added 51.16%	58,043 $4.58 Million
Q2 2024 Jul 26, 2024	SELL	$70.02 - $75.08 $218,182 - $233,949	-3,116 Reduced 7.51%	38,399 $2.87 Million
Q1 2024 May 01, 2024	BUY	$67.75 - $73.5 $1.41 Million - $1.53 Million	20,767 Added 100.09%	41,515 $3.05 Million
Q4 2023 Feb 08, 2024	BUY	$60.96 - $69.28 $422,574 - $480,248	6,932 Added 50.17%	20,748 $1.43 Million
Q3 2023 Oct 27, 2023	BUY	$63.24 - $67.72 $641,380 - $686,816	10,142 Added 276.05%	13,816 $877,000
Q2 2023 Aug 07, 2023	BUY	$63.04 - $66.51 $23,766 - $25,074	377 Added 11.43%	3,674 $243,000
Q1 2023 May 11, 2023	BUY	$59.87 - $64.81 $197,391 - $213,678	3,297 New	3,297 $209,000
Q2 2022 Aug 12, 2022	SELL	$58.69 - $69.52 $175,541 - $207,934	-2,991 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$69.49 - $73.61 $6,601 - $6,992	-95 Reduced 3.08%	2,991 $218,000
Q3 2021 Nov 04, 2021	BUY	$69.28 - $72.77 $7,135 - $7,495	103 Added 3.45%	3,086 $272,000
Q2 2021 Aug 03, 2021	SELL	$67.52 - $70.92 $7,967 - $8,368	-118 Reduced 3.81%	2,983 $211,000
Q1 2021 May 10, 2021	SELL	$63.86 - $67.38 $167,504 - $176,737	-2,623 Reduced 45.82%	3,101 $208,000
Q4 2020 Feb 12, 2021	BUY	$56.73 - $64.27 $124,976 - $141,586	2,203 Added 62.57%	5,724 $887,000
Q3 2020 Nov 04, 2020	SELL	$55.0 - $60.45 $819,060 - $900,221	-14,892 Reduced 80.88%	3,521 $204,000
Q2 2020 Aug 14, 2020	BUY	$46.01 - $56.68 $607,746 - $748,686	13,209 Added 253.82%	18,413 $1.2 Million
Q1 2020 Apr 29, 2020	BUY	$42.55 - $59.41 $27,444 - $38,319	645 Added 14.15%	5,204 $247,000
Q4 2019 Feb 13, 2020	BUY	$53.52 - $58.4 $10,918 - $11,913	204 Added 4.68%	4,559 $264,000
Q3 2019 Nov 13, 2019	BUY	$52.61 - $55.45 $14,888 - $15,692	283 Added 6.95%	4,355 $239,000
Q2 2019 Aug 08, 2019	SELL	$52.38 - $55.24 $24,304 - $25,631	-464 Reduced 10.23%	4,072 $225,000
Q1 2019 May 16, 2019	BUY	$47.96 - $53.89 $30,406 - $34,166	634 Added 16.25%	4,536 $243,000
Q4 2018 Feb 14, 2019	SELL	$47.04 - $54.74 $48,545 - $56,491	-1,032 Reduced 20.92%	3,902 $189,000
Q3 2018 Nov 14, 2018	BUY	$52.65 - $55.0 $44,647 - $46,640	848 Added 20.75%	4,934 $0
Q2 2018 Aug 09, 2018	BUY	$52.7 - $54.7 $6,903 - $7,165	131 Added 3.31%	4,086 $218,000
Q1 2018 May 11, 2018	BUY	$52.32 - $56.92 $206,925 - $225,118	3,955 New	3,955 $212,000

Others Institutions Holding AOA

# of Institutions

346

Shares Held

8.52M

Call Options Held

Put Options Held

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Financial Advocates Investment Management Ishares Tr Core Aggressive All Transaction History