Wealth Forward, LLC Ishares Tr Core Aggressive All Transaction History

Wealth Forward, LLC

$141 Billion
Q1 2025

A detailed history of Wealth Forward, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Wealth Forward, LLC holds 29,399 shares of AOA stock, worth $2.25 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

29,399

Previous 27,695 6.15%

Holding current value

$2.25 Million

Previous $2.12 Billion 6.0%

% of portfolio

1.6%

Previous 1.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$75.7 - $80.01 $128,992 - $136,337	1,704 Added 6.15%	29,399 $2.25 Billion
Q4 2024 Jan 22, 2025	BUY	$76.61 - $79.88 $154,369 - $160,958	2,015 Added 7.85%	27,695 $2.12 Billion
Q3 2024 Oct 28, 2024	BUY	$72.11 - $79.05 $225,632 - $247,347	3,129 Added 13.88%	25,680 $2.03 Billion
Q2 2024 Jul 19, 2024	BUY	$70.02 - $75.08 $142,280 - $152,562	2,032 Added 9.9%	22,551 $1.69 Billion
Q1 2024 May 07, 2024	BUY	$67.75 - $73.5 $151,827 - $164,713	2,241 Added 12.26%	20,519 $1.51 Billion
Q4 2023 Feb 21, 2024	BUY	$60.96 - $69.28 $1.11 Million - $1.27 Million	18,278 New	18,278 $1.26 Billion

Others Institutions Holding AOA

# of Institutions

368

Shares Held

10M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Forward, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Forward, LLC with notifications on news.

Account

Wealth Forward, LLC Ishares Tr Core Aggressive All Transaction History