Plan Group Financial, LLC Ishares Tr Core Aggressive All Transaction History

Plan Group Financial, LLC

$295 Million
Q2 2025

A detailed history of Plan Group Financial, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Plan Group Financial, LLC holds 15,666 shares of AOA stock, worth $1.32 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

15,666

Previous 17,347 9.69%

Holding current value

$1.32 Million

Previous $1.33 Million 1.58%

% of portfolio

0.44%

Previous 0.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$69.46 - $83.4 $116,762 - $140,195	-1,681 Reduced 9.69%	15,666 $1.31 Million
Q1 2025 May 09, 2025	SELL	$75.7 - $80.01 $186,676 - $197,304	-2,466 Reduced 12.45%	17,347 $1.33 Million
Q4 2024 Jan 31, 2025	SELL	$76.61 - $79.88 $519,798 - $541,985	-6,785 Reduced 25.51%	19,813 $1.52 Million
Q3 2024 Oct 22, 2024	SELL	$72.11 - $79.05 $17,017 - $18,655	-236 Reduced 0.88%	26,598 $2.1 Million
Q2 2024 Aug 05, 2024	BUY	$70.02 - $75.08 $420,750 - $451,155	6,009 Added 28.85%	26,834 $2.01 Million
Q1 2024 Apr 26, 2024	BUY	$67.75 - $73.5 $284,753 - $308,920	4,203 Added 25.29%	20,825 $1.53 Million
Q4 2023 Jan 29, 2024	SELL	$60.96 - $69.28 $118,689 - $134,888	-1,947 Reduced 10.49%	16,622 $1.15 Million
Q3 2023 Nov 13, 2023	BUY	$63.24 - $67.72 $1.17 Million - $1.26 Million	18,569 New	18,569 $1.18 Million

Others Institutions Holding AOA

# of Institutions

387

Shares Held

9.49M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Plan Group Financial, LLC Ishares Tr Core Aggressive All Transaction History