Simpli Fi, Inc. Ishares Tr Core Aggressive All Transaction History

Simpli Fi, Inc.

$216 Million
Q4 2024

A detailed history of Simpli Fi, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Simpli Fi, Inc. holds 7,225 shares of AOA stock, worth $561,021. This represents 0.26% of its overall portfolio holdings.

Number of Shares

7,225

Previous 7,075 2.12%

Holding current value

$561,021

Previous $558,000 0.9%

% of portfolio

0.26%

Previous 0.25%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$76.61 - $79.88 $11,491 - $11,982	150 Added 2.12%	7,225 $553,000
Q3 2024 Oct 22, 2024	SELL	$72.11 - $79.05 $64,826 - $71,065	-899 Reduced 11.27%	7,075 $558,000
Q2 2024 Jul 25, 2024	SELL	$70.02 - $75.08 $73,521 - $78,834	-1,050 Reduced 11.64%	7,974 $596,000
Q1 2024 Apr 22, 2024	BUY	$67.75 - $73.5 $37,059 - $40,204	547 Added 6.45%	9,024 $662,000
Q3 2023 Oct 10, 2023	SELL	$63.24 - $67.72 $13,153 - $14,085	-208 Reduced 2.39%	8,477 $538,000
Q2 2023 Jul 17, 2023	BUY	$63.04 - $66.51 $7,690 - $8,114	122 Added 1.42%	8,685 $576,000
Q1 2023 Apr 19, 2023	BUY	$59.87 - $64.81 $13,051 - $14,128	218 Added 2.61%	8,563 $544,000
Q4 2022 Jan 23, 2023	BUY	$55.07 - $62.69 $1,597 - $1,818	29 Added 0.35%	8,345 $0
Q3 2022 Oct 18, 2022	BUY	$55.45 - $64.54 $16,690 - $19,426	301 Added 3.76%	8,316 $461,000
Q2 2022 Jul 20, 2022	BUY	$58.69 - $69.52 $469 - $556	8 Added 0.1%	8,015 $480,000
Q1 2022 Apr 14, 2022	BUY	$65.0 - $73.15 $585 - $658	9 Added 0.11%	8,007 $552,000
Q4 2021 Jan 20, 2022	SELL	$69.49 - $73.61 $42,736 - $45,270	-615 Reduced 7.14%	7,998 $582,000
Q3 2021 Oct 14, 2021	BUY	$69.28 - $72.77 $3,948 - $4,147	57 Added 0.67%	8,613 $601,000
Q2 2021 Jul 21, 2021	BUY	$67.52 - $70.92 $577,701 - $606,791	8,556 New	8,556 $604,000

Others Institutions Holding AOA

# of Institutions

371

Shares Held

10.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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