Plan Group Financial, LLC Ishares Tr Core Conservative A Transaction History

Plan Group Financial, LLC

  • $187 Million
  • Q3 2024

A detailed history of Plan Group Financial, LLC transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Plan Group Financial, LLC holds 12,224 shares of AOK stock, worth $460,722. This represents 0.25% of its overall portfolio holdings.

Number of Shares
12,224
Previous 12,147 0.63%
Holding current value
$460,722
Previous $448,000 5.36%
% of portfolio
0.25%
Previous 0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$36.8 - $38.71 $2,833 - $2,980
77 Added 0.63%
12,224 $472,000
Q2 2024

Aug 05, 2024
BUY
$35.66 - $37.13 $26,031 - $27,104
730 Added 6.39%
12,147 $448,000
Q1 2024

Apr 26, 2024
SELL
$35.65 - $36.85 $23,208 - $23,989
-651 Reduced 5.39%
11,417 $420,000
Q4 2023

Jan 29, 2024
SELL
$33.17 - $36.3 $31,544 - $34,521
-951 Reduced 7.3%
12,068 $436,000
Q3 2023

Nov 13, 2023
BUY
$33.87 - $35.64 $440,953 - $463,997
13,019 New
13,019 $442,000

Others Institutions Holding AOK

# of Institutions
169
Shares Held
5.26M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE CONSERVATIVE A

AOK Quotes by TradingView
  • Ticker AOK
  • Sector ETFs
  • Industry ETFs
More about AOK
Track This Portfolio

Track Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email