A detailed history of Live Oak Investment Partners transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Live Oak Investment Partners holds 903 shares of AOA stock, worth $70,641. This represents 0.06% of its overall portfolio holdings.

Number of Shares
903
Previous 792 14.02%
Holding current value
$70,641
Previous $54,000 24.07%
% of portfolio
0.06%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$70.02 - $75.08 $7,772 - $8,333
111 Added 14.02%
903 $67,000
Q4 2023

Feb 14, 2024

SELL
$60.96 - $69.28 $792 - $900
-13 Reduced 1.61%
792 $54,000
Q3 2023

Oct 31, 2023

BUY
$63.24 - $67.72 $3,794 - $4,063
60 Added 8.05%
805 $51,000
Q2 2023

Jul 13, 2023

BUY
$63.04 - $66.51 $2,458 - $2,593
39 Added 5.52%
745 $49,000
Q1 2023

May 03, 2023

BUY
$59.87 - $64.81 $4,131 - $4,471
69 Added 10.83%
706 $44,000
Q4 2022

Feb 15, 2023

BUY
$55.07 - $62.69 $35,079 - $39,933
637 New
637 $38,000

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


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