Wealth Forward, LLC Ishares Tr Core Aggressive All Transaction History

Wealth Forward, LLC

$149 Billion
Q2 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 29,665 shares of AOA stock, worth $2.63 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

29,665

Previous 29,399 0.9%

Holding current value

$2.63 Million

Previous $2.25 Billion 10.01%

% of portfolio

1.66%

Previous 1.6%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$69.46 - $83.4 $18,476 - $22,184	266 Added 0.9%	29,665 $2.47 Billion
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

389

Shares Held

9.56M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Wealth Forward, LLC Ishares Tr Core Aggressive All Transaction History