Tobias Financial Advisors, Inc. Ishares Tr Core Aggressive All Transaction History

Tobias Financial Advisors, Inc.

$486 Million
Q3 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 16,296 shares of AOA stock, worth $1.27 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

16,296

Previous 15,994 1.89%

Holding current value

$1.27 Million

Previous $1.2 Million 7.44%

% of portfolio

0.26%

Previous 0.26%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$72.11 - $79.05 $21,777 - $23,873	302 Added 1.89%	16,296 $1.29 Million
Q2 2024 Aug 13, 2024	BUY	$70.02 - $75.08 $132,617 - $142,201	1,894 Added 13.43%	15,994 $1.2 Million
Q1 2024 May 02, 2024	BUY	$67.75 - $73.5 $18,157 - $19,698	268 Added 1.94%	14,100 $1.04 Million
Q4 2023 Feb 14, 2024	BUY	$60.96 - $69.28 $40,843 - $46,417	670 Added 5.09%	13,832 $955,000
Q3 2023 Nov 03, 2023	SELL	$63.24 - $67.72 $192,439 - $206,071	-3,043 Reduced 18.78%	13,162 $835,000
Q2 2023 Aug 03, 2023	BUY	$63.04 - $66.51 $63,607 - $67,108	1,009 Added 6.64%	16,205 $1.08 Million
Q1 2023 Apr 24, 2023	BUY	$59.87 - $64.81 $70,407 - $76,216	1,176 Added 8.39%	15,196 $966,000
Q4 2022 Feb 13, 2023	BUY	$55.07 - $62.69 $28,305 - $32,222	514 Added 3.81%	14,020 $837,000
Q3 2022 Nov 14, 2022	BUY	$55.45 - $64.54 $14,028 - $16,328	253 Added 1.91%	13,506 $749,000
Q2 2022 Aug 12, 2022	SELL	$58.69 - $69.52 $22,419 - $26,556	-382 Reduced 2.8%	13,253 $794,000
Q1 2022 May 09, 2022	BUY	$65.0 - $73.15 $886,275 - $997,400	13,635 New	13,635 $940,000
Q4 2021 Feb 09, 2022	SELL	$69.49 - $73.61 $657,097 - $696,056	-9,456 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$69.28 - $72.77 $21,546 - $22,631	311 Added 3.4%	9,456 $660,000
Q2 2021 Aug 12, 2021	BUY	$67.52 - $70.92 $24,644 - $25,885	365 Added 4.16%	9,145 $646,000
Q1 2021 May 07, 2021	SELL	$63.86 - $67.38 $168,781 - $178,085	-2,643 Reduced 23.14%	8,780 $588,000
Q4 2020 Feb 12, 2021	BUY	$56.73 - $64.27 $76,131 - $86,250	1,342 Added 13.31%	11,423 $733,000
Q3 2020 Nov 05, 2020	BUY	$55.0 - $60.45 $37,895 - $41,650	689 Added 7.34%	10,081 $585,000
Q2 2020 Nov 05, 2020	BUY	$46.01 - $56.68 $192,459 - $237,092	4,183 Added 80.3%	9,392 $515,000
Q1 2020 May 13, 2020	SELL	$42.55 - $59.41 $137,904 - $192,547	-3,241 Reduced 38.36%	5,209 $247,000
Q4 2019 Feb 04, 2020	BUY	$53.52 - $58.4 $452,244 - $493,480	8,450 New	8,450 $490,000

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Tobias Financial Advisors, Inc. Ishares Tr Core Aggressive All Transaction History