Founders Financial Alliance, LLC Ishares Tr Core Aggressive All Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 529 shares of AOA stock, worth $41,843. This represents 0.01% of its overall portfolio holdings.

Number of Shares

529

Previous 1,279 58.64%

Holding current value

$41,843

Previous $100,000 60.0%

% of portfolio

0.01%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$76.61 - $79.88 $57,457 - $59,910	-750 Reduced 58.64%	529 $40,000
Q2 2024 Aug 23, 2024	SELL	$70.02 - $75.08 $7,212 - $7,733	-103 Reduced 7.45%	1,279 $95,000
Q3 2023 Nov 13, 2023	BUY	$63.24 - $67.72 $47,430 - $50,790	750 Added 118.67%	1,382 $87,000
Q1 2023 May 15, 2023	SELL	$59.87 - $64.81 $10,776 - $11,665	-180 Reduced 22.17%	632 $40,000
Q4 2022 Feb 15, 2023	SELL	$55.07 - $62.69 $51,655 - $58,803	-938 Reduced 53.6%	812 $48,000
Q3 2022 Nov 14, 2022	BUY	$55.45 - $64.54 $4,436 - $5,163	80 Added 4.79%	1,750 $97,000
Q2 2022 Aug 15, 2022	SELL	$58.69 - $69.52 $7,394 - $8,759	-126 Reduced 7.02%	1,670 $100,000
Q1 2022 May 12, 2022	SELL	$65.0 - $73.15 $11,895 - $13,386	-183 Reduced 9.25%	1,796 $124,000
Q4 2021 Feb 14, 2022	SELL	$69.49 - $73.61 $21,541 - $22,819	-310 Reduced 13.54%	1,979 $144,000
Q3 2021 Nov 15, 2021	BUY	$69.28 - $72.77 $20,784 - $21,831	300 Added 15.08%	2,289 $160,000
Q2 2021 Aug 02, 2021	SELL	$67.52 - $70.92 $5,401 - $5,673	-80 Reduced 3.87%	1,989 $141,000
Q1 2021 May 14, 2021	BUY	$63.86 - $67.38 $24,522 - $25,873	384 Added 22.79%	2,069 $140,000
Q4 2020 Feb 04, 2021	SELL	$56.73 - $64.27 $11,913 - $13,496	-210 Reduced 11.08%	1,685 $108,000
Q3 2020 Nov 13, 2020	BUY	$55.0 - $60.45 $104,225 - $114,552	1,895 New	1,895 $110,000

Others Institutions Holding AOA

# of Institutions

369

Shares Held

10.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Founders Financial Alliance, LLC Ishares Tr Core Aggressive All Transaction History