Source Financial Advisors LLC Ishares Tr Core Aggressive All Transaction History

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024

A detailed history of Source Financial Advisors LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Source Financial Advisors LLC holds 5,262 shares of AOA stock, worth $409,330. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,262
Previous 5,409 2.72%
Holding current value
$409,330
Previous $404,000 2.72%
% of portfolio
0.12%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$72.11 - $79.05 $10,600 - $11,620
-147 Reduced 2.72%
5,262 $415,000
Q2 2024

Jul 17, 2024
SELL
$70.02 - $75.08 $5,391 - $5,781
-77 Reduced 1.4%
5,409 $404,000
Q1 2024

May 01, 2024
BUY
$67.75 - $73.5 $21,951 - $23,814
324 Added 6.28%
5,486 $403,000
Q4 2023

Jan 11, 2024
BUY
$60.96 - $69.28 $19,690 - $22,377
323 Added 6.67%
5,162 $356,000
Q3 2023

Oct 26, 2023
SELL
$63.24 - $67.72 $3,667 - $3,927
-58 Reduced 1.18%
4,839 $307,000
Q2 2023

Jul 24, 2023
BUY
$63.04 - $66.51 $33,789 - $35,649
536 Added 12.29%
4,897 $324,000
Q1 2023

Apr 20, 2023
BUY
$59.87 - $64.81 $18,499 - $20,026
309 Added 7.63%
4,361 $277,000
Q4 2022

Jan 31, 2023
SELL
$55.07 - $62.69 $1,431 - $1,629
-26 Reduced 0.64%
4,052 $242,000
Q3 2022

Nov 14, 2022
SELL
$55.45 - $64.54 $84,117 - $97,907
-1,517 Reduced 27.11%
4,078 $226,000
Q2 2022

Aug 15, 2022
BUY
$58.69 - $69.52 $122,603 - $145,227
2,089 Added 59.58%
5,595 $335,000
Q1 2022

May 16, 2022
BUY
$65.0 - $73.15 $227,890 - $256,463
3,506 New
3,506 $242,000

Others Institutions Holding AOA

# of Institutions
339
Shares Held
8.21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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