Adviser Investments LLC Ishares Tr Core Aggressive All Transaction History

Adviser Investments LLC

$7.95 Billion
Q3 2024

A detailed history of Adviser Investments LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Adviser Investments LLC holds 24,922 shares of AOA stock, worth $1.97 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

24,922

Previous 25,987 4.1%

Holding current value

$1.97 Million

Previous $1.94 Million 1.18%

% of portfolio

0.02%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$72.11 - $79.05 $76,797 - $84,188	-1,065 Reduced 4.1%	24,922 $1.97 Million
Q2 2024 Aug 12, 2024	SELL	$70.02 - $75.08 $8,542 - $9,159	-122 Reduced 0.47%	25,987 $1.94 Million
Q1 2024 Apr 29, 2024	SELL	$67.75 - $73.5 $122,424 - $132,814	-1,807 Reduced 6.47%	26,109 $1.92 Million
Q4 2023 Feb 01, 2024	BUY	$60.96 - $69.28 $1.39 Million - $1.58 Million	22,876 Added 453.89%	27,916 $1.93 Million
Q3 2023 Oct 11, 2023	BUY	$63.24 - $67.72 $75,571 - $80,925	1,195 Added 31.08%	5,040 $319,000
Q2 2023 Aug 04, 2023	BUY	$63.04 - $66.51 $32,843 - $34,651	521 Added 15.67%	3,845 $255,000
Q1 2023 Apr 25, 2023	BUY	$59.87 - $64.81 $199,007 - $215,428	3,324 New	3,324 $211,000
Q3 2018 Nov 14, 2018	SELL	$52.65 - $55.0 $36,117 - $37,730	-686 Closed	0 $0
Q2 2018 Aug 02, 2018	BUY	$52.7 - $54.7 $36,152 - $37,524	686 New	686 $37,000

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Adviser Investments LLC Ishares Tr Core Aggressive All Transaction History