Simpli Fi, Inc. Ishares Tr Core Growth Allocat Transaction History

Simpli Fi, Inc.

$220 Million
Q3 2024

A detailed history of Simpli Fi, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Simpli Fi, Inc. holds 20,046 shares of AOR stock, worth $1.15 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

20,046

Previous 20,566 2.53%

Holding current value

$1.15 Million

Previous $1.16 Million 2.5%

% of portfolio

0.54%

Previous 0.53%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$55.15 - $59.31 $28,678 - $30,841	-520 Reduced 2.53%	20,046 $1.19 Million
Q2 2024 Jul 25, 2024	SELL	$53.33 - $56.61 $23,785 - $25,248	-446 Reduced 2.12%	20,566 $1.16 Million
Q1 2024 Apr 22, 2024	SELL	$52.25 - $55.68 $37,672 - $40,145	-721 Reduced 3.32%	21,012 $1.17 Million
Q3 2023 Oct 10, 2023	BUY	$49.22 - $52.2 $14,372 - $15,242	292 Added 1.36%	21,733 $1.07 Million
Q2 2023 Jul 17, 2023	BUY	$49.42 - $51.49 $20,113 - $20,956	407 Added 1.93%	21,441 $1.1 Million
Q1 2023 Apr 19, 2023	SELL	$47.5 - $50.91 $45,837 - $49,128	-965 Reduced 4.39%	21,034 $1.05 Million
Q4 2022 Jan 23, 2023	BUY	$44.27 - $49.42 $16,778 - $18,730	379 Added 1.75%	21,999 $0
Q3 2022 Oct 18, 2022	BUY	$44.78 - $50.98 $3,716 - $4,231	83 Added 0.39%	21,620 $968,000
Q2 2022 Jul 20, 2022	SELL	$47.07 - $54.22 $40,950 - $47,171	-870 Reduced 3.88%	21,537 $1.03 Million
Q1 2022 Apr 14, 2022	BUY	$51.69 - $57.18 $7,236 - $8,005	140 Added 0.63%	22,407 $1.21 Million
Q4 2021 Jan 20, 2022	BUY	$55.21 - $57.77 $84,305 - $88,214	1,527 Added 7.36%	22,267 $1.27 Million
Q3 2021 Oct 14, 2021	BUY	$55.25 - $57.29 $87,184 - $90,403	1,578 Added 8.24%	20,740 $1.15 Million
Q2 2021 Jul 21, 2021	BUY	$54.04 - $56.17 $1.04 Million - $1.08 Million	19,162 New	19,162 $1.07 Million

Others Institutions Holding AOR

# of Institutions

368

Shares Held

14.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

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