Marshall Financial Group Inc Ishares Tr Core Aggressive All Transaction History

Marshall Financial Group Inc

  • $334 Million
  • Q2 2025

A detailed history of Marshall Financial Group Inc transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Marshall Financial Group Inc holds 7,877 shares of AOA stock, worth $696,090. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,877
Previous 7,927 0.63%
Holding current value
$696,090
Previous $606,000 8.25%
% of portfolio
0.2%
Previous 0.19%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$69.46 - $83.4 $3,472 - $4,170
-50 Reduced 0.63%
7,877 $656,000
Q1 2025

Apr 30, 2025
SELL
$75.7 - $80.01 $42,543 - $44,965
-562 Reduced 6.62%
7,927 $606,000
Q4 2024

Jan 24, 2025
BUY
$76.61 - $79.88 $7,890 - $8,227
103 Added 1.23%
8,489 $650,000
Q3 2024

Nov 04, 2024
BUY
$72.11 - $79.05 $10,455 - $11,462
145 Added 1.76%
8,386 $661,000
Q2 2024

Aug 09, 2024
BUY
$70.02 - $75.08 $76,881 - $82,437
1,098 Added 15.37%
8,241 $616,000
Q1 2024

May 08, 2024
BUY
$67.75 - $73.5 $19,105 - $20,727
282 Added 4.11%
7,143 $524,000
Q4 2023

Feb 07, 2024
BUY
$60.96 - $69.28 $30,114 - $34,224
494 Added 7.76%
6,861 $473,000
Q3 2023

Nov 02, 2023
BUY
$63.24 - $67.72 $1,328 - $1,422
21 Added 0.33%
6,367 $404,000
Q2 2023

Aug 10, 2023
BUY
$63.04 - $66.51 $51,377 - $54,205
815 Added 14.74%
6,346 $420,000
Q1 2023

May 02, 2023
SELL
$59.87 - $64.81 $21,134 - $22,877
-353 Reduced 6.0%
5,531 $351,000
Q4 2022

Feb 03, 2023
BUY
$55.07 - $62.69 $1,652 - $1,880
30 Added 0.51%
5,884 $351,000
Q3 2022

Nov 14, 2022
BUY
$55.45 - $64.54 $8,483 - $9,874
153 Added 2.68%
5,854 $325,000
Q2 2022

Aug 10, 2022
SELL
$58.69 - $69.52 $38,324 - $45,396
-653 Reduced 10.28%
5,701 $341,000
Q1 2022

May 10, 2022
BUY
$65.0 - $73.15 $28,795 - $32,405
443 Added 7.49%
6,354 $438,000
Q4 2021

Feb 08, 2022
BUY
$69.49 - $73.61 $13,411 - $14,206
193 Added 3.38%
5,911 $430,000
Q3 2021

Nov 15, 2021
BUY
$69.28 - $72.77 $7,412 - $7,786
107 Added 1.91%
5,718 $399,000
Q2 2021

Jul 29, 2021
SELL
$67.52 - $70.92 $64,886 - $68,154
-961 Reduced 14.62%
5,611 $396,000
Q1 2021

May 10, 2021
BUY
$63.86 - $67.38 $44,318 - $46,761
694 Added 11.81%
6,572 $440,000
Q4 2020

Feb 04, 2021
BUY
$56.73 - $64.27 $333,458 - $377,779
5,878 New
5,878 $377,000
Q3 2020

Nov 10, 2020
SELL
$55.0 - $60.45 $224,730 - $246,998
-4,086 Closed
0 $0
Q2 2020

Jul 27, 2020
BUY
$46.01 - $56.68 $187,996 - $231,594
4,086 New
4,086 $224,000

Others Institutions Holding AOA

# of Institutions
388
Shares Held
9.53M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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