Tpg Financial Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Tpg Financial Advisors, LLC

$230 Million
Q4 2024

A detailed history of Tpg Financial Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 2,794 shares of AOA stock, worth $219,776. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,794

Previous 2,811 0.6%

Holding current value

$219,776

Previous $221,000 3.17%

% of portfolio

0.09%

Previous 0.1%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$76.61 - $79.88 $1,302 - $1,357	-17 Reduced 0.6%	2,794 $214,000
Q3 2024 Oct 16, 2024	BUY	$72.11 - $79.05 $6,922 - $7,588	96 Added 3.54%	2,811 $221,000
Q2 2024 Oct 16, 2024	BUY	$70.02 - $75.08 $190,104 - $203,842	2,715 New	2,715 $203,000
Q3 2023 Oct 17, 2023	BUY	$63.24 - $67.72 $13,786 - $14,762	218 Added 6.76%	3,441 $218,000
Q2 2023 Jul 13, 2023	SELL	$63.04 - $66.51 $229,843 - $242,495	-3,646 Reduced 53.08%	3,223 $213,000
Q4 2022 Jan 30, 2023	BUY	$55.07 - $62.69 $117,299 - $133,529	2,130 Added 44.95%	6,869 $410,000
Q3 2022 Oct 11, 2022	SELL	$55.45 - $64.54 $63,323 - $73,704	-1,142 Reduced 19.42%	4,739 $263,000
Q2 2022 Jul 11, 2022	BUY	$58.69 - $69.52 $5,106 - $6,048	87 Added 1.5%	5,881 $352,000
Q1 2022 Apr 14, 2022	BUY	$65.0 - $73.15 $11,310 - $12,728	174 Added 3.1%	5,794 $399,000
Q4 2021 Jan 14, 2022	BUY	$69.49 - $73.61 $7,713 - $8,170	111 Added 2.01%	5,620 $409,000
Q3 2021 Oct 08, 2021	BUY	$69.28 - $72.77 $33,392 - $35,075	482 Added 9.59%	5,509 $385,000
Q2 2021 Jul 13, 2021	BUY	$67.52 - $70.92 $26,332 - $27,658	390 Added 8.41%	5,027 $355,000
Q1 2021 Apr 16, 2021	BUY	$63.86 - $67.38 $32,824 - $34,633	514 Added 12.47%	4,637 $310,000
Q4 2020 Jan 12, 2021	BUY	$56.73 - $64.27 $3,460 - $3,920	61 Added 1.5%	4,123 $265,000
Q3 2020 Oct 14, 2020	BUY	$55.0 - $60.45 $6,655 - $7,314	121 Added 3.07%	4,062 $236,000
Q2 2020 Jul 10, 2020	BUY	$46.01 - $56.68 $181,325 - $223,375	3,941 New	3,941 $216,000
Q1 2020 Apr 06, 2020	SELL	$42.55 - $59.41 $154,924 - $216,311	-3,641 Closed	0 $0
Q4 2019 Jan 14, 2020	BUY	$53.52 - $58.4 $194,866 - $212,634	3,641 New	3,641 $211,000

Others Institutions Holding AOA

# of Institutions

346

Shares Held

8.52M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Tpg Financial Advisors, LLC Ishares Tr Core Aggressive All Transaction History