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 849 shares of AOA stock, worth $67,087. This represents 0.05% of its overall portfolio holdings.

Number of Shares
849
Previous 903 5.98%
Holding current value
$67,087
Previous $67,000 1.49%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 05, 2024

SELL
$72.11 - $79.05 $3,893 - $4,268
-54 Reduced 5.98%
849 $66,000
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


  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
Track This Portfolio

Track Live Oak Investment Partners Portfolio

Follow Live Oak Investment Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Investment Partners, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Investment Partners with notifications on news.