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 4,341 shares of AOA stock, worth $326,009. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,341
Previous 4,529 4.15%
Holding current value
$326,009
Previous $312,000 1.92%
% of portfolio
0.09%
Previous 0.09%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$57.35 - $62.69 $20,473 - $22,380
357 Added 5.2%
7,227 $431,000
Q3 2022

Oct 26, 2022

BUY
$56.66 - $64.54 $46,064 - $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

About ISHARES TR CORE AGGRESSIVE ALL


  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
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