Moss Adams Wealth Advisors LLC Ishares Tr Core Aggressive All Transaction History

Moss Adams Wealth Advisors LLC

$1.28 Trillion
Q3 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 19,031 shares of AOA stock, worth $1.69 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

19,031

Previous 10,184 86.87%

Holding current value

$1.69 Million

Previous $849 Million 97.49%

% of portfolio

0.13%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$82.71 - $88.14 $731,735 - $779,774	8,847 Added 86.87%	19,031 $1.68 Billion
Q2 2025 Jul 17, 2025	BUY	$69.46 - $83.4 $123,430 - $148,201	1,777 Added 21.14%	10,184 $849 Million
Q1 2025 Apr 14, 2025	BUY	$75.7 - $80.01 $222,558 - $235,229	2,940 Added 53.78%	8,407 $643 Million
Q4 2024 Jan 15, 2025	BUY	$76.61 - $79.88 $9,346 - $9,745	122 Added 2.28%	5,467 $419 Million
Q3 2024 Oct 17, 2024	BUY	$72.11 - $79.05 $56,173 - $61,579	779 Added 17.06%	5,345 $422 Million
Q1 2024 May 07, 2024	BUY	$67.75 - $73.5 $67,546 - $73,279	997 Added 27.93%	4,566 $335 Million
Q4 2023 Feb 06, 2024	BUY	$60.96 - $69.28 $4,145 - $4,711	68 Added 1.94%	3,569 $246 Million
Q3 2023 Dec 20, 2023	BUY	$63.24 - $67.72 $221,403 - $237,087	3,501 New	3,501 $222 Million

Others Institutions Holding AOA

# of Institutions

415

Shares Held

9.31M

Call Options Held

4.9K

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Moss Adams Wealth Advisors LLC Ishares Tr Core Aggressive All Transaction History