Sovereign Financial Group, Inc. Ishares Tr Core Aggressive All Transaction History

Sovereign Financial Group, Inc.

$470 Million
Q2 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 5,411 shares of AOA stock, worth $468,105. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,411

Previous 5,469 1.06%

Holding current value

$468,105

Previous $417,000 8.15%

% of portfolio

0.1%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$69.46 - $83.4 $4,028 - $4,837	-58 Reduced 1.06%	5,411 $451,000
Q1 2025 Apr 11, 2025	SELL	$75.7 - $80.01 $8,629 - $9,121	-114 Reduced 2.04%	5,469 $417,000
Q4 2024 Jan 14, 2025	BUY	$76.61 - $79.88 $113,842 - $118,701	1,486 Added 36.27%	5,583 $427,000
Q3 2024 Oct 08, 2024	SELL	$72.11 - $79.05 $18,748 - $20,553	-260 Reduced 5.97%	4,097 $323,000
Q2 2024 Jul 15, 2024	SELL	$70.02 - $75.08 $43,622 - $46,774	-623 Reduced 12.51%	4,357 $325,000
Q1 2024 Apr 15, 2024	SELL	$67.75 - $73.5 $9,959 - $10,804	-147 Reduced 2.87%	4,980 $365,000
Q4 2023 Feb 06, 2024	SELL	$60.96 - $69.28 $26,578 - $30,206	-436 Reduced 7.84%	5,127 $354,000
Q3 2023 Nov 03, 2023	SELL	$63.24 - $67.72 $82,148 - $87,968	-1,299 Reduced 18.93%	5,563 $353,000
Q2 2023 Jul 31, 2023	SELL	$63.04 - $66.51 $14,625 - $15,430	-232 Reduced 3.27%	6,862 $455,000
Q1 2023 May 04, 2023	SELL	$59.87 - $64.81 $209,904 - $227,223	-3,506 Reduced 33.08%	7,094 $451,000
Q4 2022 Feb 13, 2023	SELL	$55.07 - $62.69 $144,063 - $163,997	-2,616 Reduced 19.79%	10,600 $633,000
Q3 2022 Nov 14, 2022	BUY	$55.45 - $64.54 $141,286 - $164,447	2,548 Added 23.88%	13,216 $733,000
Q2 2022 Aug 15, 2022	SELL	$58.69 - $69.52 $606,267 - $718,141	-10,330 Reduced 49.2%	10,668 $639,000
Q4 2021 Feb 15, 2022	BUY	$69.49 - $73.61 $1.46 Million - $1.55 Million	20,998 New	20,998 $1.53 Million

Others Institutions Holding AOA

# of Institutions

389

Shares Held

9.56M

Call Options Held

Put Options Held

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Sovereign Financial Group, Inc. Ishares Tr Core Aggressive All Transaction History