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 $566,801. This represents 0.26% of its overall portfolio holdings.

Number of Shares

7,225

Previous 7,075 2.12%

Holding current value

$566,801

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

370

Shares Held

10.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simpli Fi, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Simpli Fi, Inc. with notifications on news.

Account