Atlas Private Wealth Advisors Ishares Tr Core Aggressive All Transaction History

Atlas Private Wealth Advisors

  • $680 Million
  • Q3 2024

A detailed history of Atlas Private Wealth Advisors transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 4,322 shares of AOA stock, worth $339,752. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,322
Previous 3,873 11.59%
Holding current value
$339,752
Previous $289,000 17.99%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$72.11 - $79.05 $32,377 - $35,493
449 Added 11.59%
4,322 $341,000
Q2 2024

Jul 12, 2024
BUY
$70.02 - $75.08 $271,187 - $290,784
3,873 New
3,873 $289,000
Q3 2023

Oct 10, 2023
SELL
$63.24 - $67.72 $20,553 - $22,009
-325 Reduced 8.48%
3,508 $222,000
Q2 2023

Aug 04, 2023
BUY
$63.04 - $66.51 $241,632 - $254,932
3,833 New
3,833 $254,000
Q4 2022

Feb 14, 2023
BUY
$55.07 - $62.69 $1.51 Million - $1.72 Million
27,377 New
27,377 $1.64 Million
Q4 2021

Apr 21, 2022
SELL
$69.49 - $73.61 $161,008 - $170,554
-2,317 Closed
0 $0
Q3 2021

Oct 26, 2021
SELL
$69.28 - $72.77 $20,091 - $21,103
-290 Reduced 11.12%
2,317 $162,000
Q2 2021

Aug 02, 2021
BUY
$67.52 - $70.92 $34,907 - $36,665
517 Added 24.74%
2,607 $184,000
Q1 2021

Apr 28, 2021
BUY
$63.86 - $67.38 $8,365 - $8,826
131 Added 6.69%
2,090 $140,000
Q4 2020

Jan 29, 2021
BUY
$56.73 - $64.27 $283 - $321
5 Added 0.26%
1,959 $126,000
Q3 2020

Oct 27, 2020
BUY
$55.0 - $60.45 $5,555 - $6,105
101 Added 5.45%
1,954 $113,000
Q2 2020

Aug 14, 2020
BUY
$46.01 - $56.68 $85,256 - $105,028
1,853 New
1,853 $102,000

Others Institutions Holding AOA

# of Institutions
339
Shares Held
8.21M
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
  • Industry ETFs
More about AOA
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