A detailed history of Guardian Financial Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 3,065 shares of AOA stock, worth $239,683. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,065
Previous 3,056 0.29%
Holding current value
$239,683
Previous $224,000 2.23%
% of portfolio
0.19%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$70.02 - $75.08 $630 - $675
9 Added 0.29%
3,065 $229,000
Q1 2024

Apr 26, 2024

SELL
$67.75 - $73.5 $8,062 - $8,746
-119 Reduced 3.75%
3,056 $224,000
Q4 2023

Jan 08, 2024

SELL
$60.96 - $69.28 $161,544 - $183,592
-2,650 Reduced 45.49%
3,175 $219,000
Q3 2023

Oct 05, 2023

BUY
$63.24 - $67.72 $5,565 - $5,959
88 Added 1.53%
5,825 $369,000
Q2 2023

Jul 11, 2023

BUY
$63.04 - $66.51 $252 - $266
4 Added 0.07%
5,737 $380,000
Q1 2023

Apr 11, 2023

BUY
$59.87 - $64.81 $658 - $712
11 Added 0.19%
5,733 $364,000
Q4 2022

Jan 17, 2023

BUY
$55.07 - $62.69 $16,190 - $18,430
294 Added 5.42%
5,722 $0
Q3 2022

Oct 18, 2022

SELL
$55.45 - $64.54 $3,659 - $4,259
-66 Reduced 1.2%
5,428 $301,000
Q2 2022

Jul 13, 2022

SELL
$58.69 - $69.52 $14,202 - $16,823
-242 Reduced 4.22%
5,494 $329,000
Q1 2022

Apr 26, 2022

SELL
$65.0 - $73.15 $307,515 - $346,072
-4,731 Reduced 45.2%
5,736 $376,000
Q4 2021

Jan 19, 2022

BUY
$69.49 - $73.61 $727,351 - $770,475
10,467 New
10,467 $762,000

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


  • Ticker AOA
  • Sector ETFs
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More about AOA
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