Paradigm Financial Partners, LLC Ishares Tr Core Aggressive All Transaction History

Paradigm Financial Partners, LLC

  • $460 Million
  • Q1 2024

A detailed history of Paradigm Financial Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Paradigm Financial Partners, LLC holds 6,332 shares of AOA stock, worth $477,432. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,332
Previous 6,305 0.43%
Holding current value
$477,432
Previous $435,000 6.9%
% of portfolio
0.1%
Previous 0.11%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$67.75 - $73.5 $1,829 - $1,984
27 Added 0.43%
6,332 $465,000
Q4 2023

Feb 05, 2024
SELL
$60.96 - $69.28 $95,707 - $108,769
-1,570 Reduced 19.94%
6,305 $435,000
Q3 2023

Oct 12, 2023
BUY
$63.24 - $67.72 $27,256 - $29,187
431 Added 5.79%
7,875 $499,000
Q2 2023

Jul 13, 2023
BUY
$63.04 - $66.51 $7,753 - $8,180
123 Added 1.68%
7,444 $493,000
Q4 2022

Jan 27, 2023
BUY
$57.35 - $62.69 $1,089 - $1,191
19 Added 0.26%
7,321 $0
Q3 2022

Nov 09, 2022
BUY
$56.66 - $64.54 $906 - $1,032
16 Added 0.22%
7,302 $417,000
Q2 2022

Jul 27, 2022
SELL
$58.69 - $69.52 $17,254 - $20,438
-294 Reduced 3.88%
7,286 $439,000
Q4 2021

Feb 18, 2022
SELL
$69.49 - $73.61 $3.16 Million - $3.35 Million
-45,482 Reduced 85.71%
7,580 $552,000
Q4 2021

Feb 10, 2022
BUY
$69.49 - $73.61 $3.16 Million - $3.35 Million
45,538 Added 605.24%
53,062 $3.86 Million
Q3 2021

Nov 15, 2021
BUY
$69.28 - $72.77 $3,048 - $3,201
44 Added 0.59%
7,524 $529,000
Q2 2021

Aug 12, 2021
BUY
$67.52 - $70.92 $202 - $212
3 Added 0.04%
7,480 $528,000
Q1 2021

May 14, 2021
SELL
$63.86 - $67.38 $3,384 - $3,571
-53 Reduced 0.7%
7,477 $500,000
Q4 2020

Feb 12, 2021
BUY
$56.73 - $64.27 $19,515 - $22,108
344 Added 4.79%
7,530 $491,000
Q3 2020

Nov 10, 2020
BUY
$55.0 - $60.45 $13,860 - $15,233
252 Added 3.63%
7,186 $417,000
Q2 2020

Aug 14, 2020
BUY
$46.01 - $56.68 $1,012 - $1,246
22 Added 0.32%
6,934 $387,000
Q1 2020

May 08, 2020
BUY
$42.55 - $59.41 $50,847 - $70,994
1,195 Added 20.9%
6,912 $340,000
Q3 2019

Nov 14, 2019
BUY
$52.61 - $55.45 $9,311 - $9,814
177 Added 3.19%
5,717 $309,000
Q2 2019

Aug 14, 2019
BUY
$52.38 - $55.24 $1,780 - $1,878
34 Added 0.62%
5,540 $306,000
Q1 2019

May 15, 2019
BUY
$47.96 - $53.89 $36,353 - $40,848
758 Added 15.96%
5,506 $295,000
Q4 2018

Feb 12, 2019
BUY
$47.04 - $54.74 $223,345 - $259,905
4,748 New
4,748 $231,000

Others Institutions Holding AOA

# of Institutions
319
Shares Held
8.07M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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