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

Financial Strategies Group, Inc.

$423 Million
Q4 2024

A detailed history of Financial Strategies Group, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 4,145 shares of AOA stock, worth $326,045. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,145

Previous 4,106 0.95%

Holding current value

$326,045

Previous $324,000 2.16%

% of portfolio

0.07%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$76.61 - $79.88 $2,987 - $3,115	39 Added 0.95%	4,145 $317,000
Q3 2024 Oct 31, 2024	BUY	$72.11 - $79.05 $8,725 - $9,565	121 Added 3.04%	4,106 $324,000
Q2 2024 Jul 17, 2024	SELL	$70.02 - $75.08 $24,927 - $26,728	-356 Reduced 8.2%	3,985 $297,000
Q1 2024 Apr 18, 2024	SELL	$67.75 - $73.5 $12,737 - $13,818	-188 Reduced 4.15%	4,341 $318,000
Q4 2023 Jan 30, 2024	SELL	$60.96 - $69.28 $17,983 - $20,437	-295 Reduced 6.12%	4,529 $312,000
Q3 2023 Oct 18, 2023	SELL	$63.24 - $67.72 $48,315 - $51,738	-764 Reduced 13.67%	4,824 $306,000
Q2 2023 Jul 13, 2023	SELL	$63.04 - $66.51 $45,830 - $48,352	-727 Reduced 11.51%	5,588 $370,000
Q1 2023 May 02, 2023	SELL	$59.87 - $64.81 $54,601 - $59,106	-912 Reduced 12.62%	6,315 $401,000
Q4 2022 Feb 10, 2023	BUY	$55.07 - $62.69 $19,659 - $22,380	357 Added 5.2%	7,227 $431,000
Q3 2022 Oct 26, 2022	BUY	$55.45 - $64.54 $45,080 - $52,471	813 Added 13.42%	6,870 $0
Q2 2022 Aug 08, 2022	BUY	$58.69 - $69.52 $6,631 - $7,855	113 Added 1.9%	6,057 $363,000
Q1 2022 Apr 29, 2022	BUY	$65.0 - $73.15 $33,085 - $37,233	509 Added 9.37%	5,944 $410,000
Q4 2021 Feb 07, 2022	SELL	$69.49 - $73.61 $107,709 - $114,095	-1,550 Reduced 22.19%	5,435 $396,000
Q3 2021 Nov 12, 2021	BUY	$69.28 - $72.77 $20,368 - $21,394	294 Added 4.39%	6,985 $488,000
Q2 2021 Aug 13, 2021	BUY	$67.52 - $70.92 $25,455 - $26,736	377 Added 5.97%	6,691 $473,000
Q1 2021 May 06, 2021	BUY	$63.86 - $67.38 $38,060 - $40,158	596 Added 10.42%	6,314 $423,000
Q4 2020 Feb 12, 2021	BUY	$56.73 - $64.27 $24,904 - $28,214	439 Added 8.32%	5,718 $367,000
Q3 2020 Nov 13, 2020	BUY	$55.0 - $60.45 $33,110 - $36,390	602 Added 12.87%	5,279 $306,000
Q2 2020 Aug 12, 2020	BUY	$46.01 - $56.68 $10,950 - $13,489	238 Added 5.36%	4,677 $257,000
Q1 2020 May 12, 2020	BUY	$42.55 - $59.41 $188,879 - $263,720	4,439 New	4,439 $211,000

Others Institutions Holding AOA

# of Institutions

346

Shares Held

8.52M

Call Options Held

Put Options Held

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