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

Tobias Financial Advisors, Inc.

  • $483 Million
  • Q4 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 17,288 shares of AOA stock, worth $1.34 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
17,288
Previous 16,296 6.09%
Holding current value
$1.34 Million
Previous $1.29 Million 3.04%
% of portfolio
0.27%
Previous 0.26%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$76.61 - $79.88 $75,997 - $79,240
992 Added 6.09%
17,288 $1.32 Million
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
372
Shares Held
10.2M
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
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