Rtd Financial Advisors, Inc. Ishares Tr Core Conservative A Transaction History

Rtd Financial Advisors, Inc.

  • $743 Million
  • Q1 2025

A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 8,996 shares of AOK stock, worth $339,239. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,996
Previous 8,989 0.08%
Holding current value
$339,239
Previous $335,000 0.9%
% of portfolio
0.05%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$36.86 - $38.15 $258 - $267
7 Added 0.08%
8,996 $338,000
Q4 2024

Jan 21, 2025
BUY
$37.3 - $38.64 $4,214 - $4,366
113 Added 1.27%
8,989 $335,000
Q3 2024

Oct 30, 2024
SELL
$36.8 - $38.71 $36 - $38
-1 Reduced 0.01%
8,876 $343,000
Q2 2024

Jul 22, 2024
BUY
$35.66 - $37.13 $316,553 - $329,603
8,877 New
8,877 $327,000
Q3 2023

Oct 19, 2023
BUY
$33.87 - $35.64 $1,490 - $1,568
44 Added 0.41%
10,866 $369,000
Q2 2023

Jul 13, 2023
BUY
$34.52 - $35.41 $373,575 - $383,207
10,822 New
10,822 $381,000
Q3 2022

Oct 12, 2022
BUY
$32.47 - $35.96 $1,039 - $1,150
32 Added 0.25%
12,961 $423,000
Q2 2022

Jul 21, 2022
SELL
$33.89 - $37.78 $61,408 - $68,457
-1,812 Reduced 12.29%
12,929 $447,000
Q1 2022

May 03, 2022
BUY
$36.82 - $39.84 $11,009 - $11,912
299 Added 2.07%
14,741 $555,000
Q4 2021

May 02, 2022
BUY
$39.36 - $40.4 $568,437 - $583,456
14,442 New
14,442 $578,000

Others Institutions Holding AOK

# of Institutions
175
Shares Held
7M
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 Rtd Financial Advisors, Inc. Portfolio

Follow Rtd Financial Advisors, Inc. 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 Rtd Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rtd Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email