Srs Capital Advisors, Inc. Ishares Tr Core Aggressive All Transaction History

Srs Capital Advisors, Inc.

$1.5 Billion
Q4 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 4,205 shares of AOA stock, worth $333,162. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,205

Previous 5,246 19.84%

Holding current value

$333,162

Previous $413,000 22.03%

% of portfolio

0.02%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$76.61 - $79.88 $79,751 - $83,155	-1,041 Reduced 19.84%	4,205 $322,000
Q3 2024 Nov 06, 2024	SELL	$72.11 - $79.05 $224,766 - $246,398	-3,117 Reduced 37.27%	5,246 $413,000
Q2 2024 Aug 06, 2024	BUY	$70.02 - $75.08 $12,673 - $13,589	181 Added 2.21%	8,363 $625,000
Q1 2024 May 14, 2024	BUY	$67.75 - $73.5 $45,731 - $49,612	675 Added 8.99%	8,182 $601,000
Q4 2023 Feb 06, 2024	BUY	$60.96 - $69.28 $62,057 - $70,527	1,018 Added 15.69%	7,507 $518,000
Q3 2023 Nov 14, 2023	BUY	$63.24 - $67.72 $13,849 - $14,830	219 Added 3.49%	6,489 $411,000
Q2 2023 Aug 14, 2023	BUY	$63.04 - $66.51 $20,172 - $21,283	320 Added 5.38%	6,270 $415,000
Q1 2023 May 16, 2023	SELL	$59.87 - $64.81 $10,357 - $11,212	-173 Reduced 2.83%	5,950 $378,000
Q4 2022 Feb 24, 2023	BUY	$55.07 - $62.69 $25,442 - $28,962	462 Added 8.16%	6,123 $365,000
Q3 2022 Nov 03, 2022	BUY	$55.45 - $64.54 $34,434 - $40,079	621 Added 12.32%	5,661 $314,000
Q2 2022 Aug 22, 2022	BUY	$58.69 - $69.52 $99,244 - $117,558	1,691 Added 50.49%	5,040 $302,000
Q1 2022 May 12, 2022	BUY	$65.0 - $73.15 $26,715 - $30,064	411 Added 13.99%	3,349 $231,000
Q4 2021 Feb 08, 2022	BUY	$69.49 - $73.61 $47,739 - $50,570	687 Added 30.52%	2,938 $214,000
Q3 2021 Nov 05, 2021	BUY	$69.28 - $72.77 $4,780 - $5,021	69 Added 3.16%	2,251 $157,000
Q2 2021 Aug 02, 2021	BUY	$67.52 - $70.92 $12,693 - $13,332	188 Added 9.43%	2,182 $154,000
Q4 2020 Feb 03, 2021	BUY	$56.73 - $64.27 $9,473 - $10,733	167 Added 9.14%	1,994 $128,000
Q3 2020 Nov 12, 2020	BUY	$55.0 - $60.45 $2,585 - $2,841	47 Added 2.64%	1,827 $106,000
Q2 2020 Aug 06, 2020	BUY	$46.01 - $56.68 $1,150 - $1,417	25 Added 1.42%	1,780 $98,000
Q1 2020 May 13, 2020	BUY	$42.55 - $59.41 $59,995 - $83,768	1,410 Added 408.7%	1,755 $83,000
Q4 2019 Feb 07, 2020	SELL	$53.52 - $58.4 $160 - $175	-3 Reduced 0.86%	345 $20,000
Q3 2019 Nov 01, 2019	BUY	$52.61 - $55.45 $157 - $166	3 Added 0.87%	348 $19,000
Q2 2019 Aug 08, 2019	BUY	$52.38 - $55.24 $18,071 - $19,057	345 New	345 $19,000

Others Institutions Holding AOA

# of Institutions

350

Shares Held

8.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Srs Capital Advisors, Inc. Ishares Tr Core Aggressive All Transaction History