A detailed history of Aquire Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 5,297 shares of AOA stock, worth $412,106. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,297
Previous 5,088 4.11%
Holding current value
$412,106
Previous $380,000 9.74%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 04, 2024

BUY
$72.11 - $79.05 $15,070 - $16,521
209 Added 4.11%
5,297 $417,000
Q2 2024

Aug 14, 2024

BUY
$70.02 - $75.08 $19,185 - $20,571
274 Added 5.69%
5,088 $380,000
Q1 2024

May 13, 2024

BUY
$67.75 - $73.5 $16,666 - $18,081
246 Added 5.39%
4,814 $353,000
Q4 2023

Jan 11, 2024

BUY
$60.96 - $69.28 $29,443 - $33,462
483 Added 11.82%
4,568 $315,000
Q3 2023

Oct 30, 2023

BUY
$63.24 - $67.72 $2,719 - $2,911
43 Added 1.06%
4,085 $259,000
Q2 2023

Aug 03, 2023

BUY
$63.04 - $66.51 $29,944 - $31,592
475 Added 13.32%
4,042 $268,000
Q1 2023

May 01, 2023

BUY
$59.87 - $64.81 $10,417 - $11,276
174 Added 5.13%
3,567 $226,000
Q4 2022

Jan 20, 2023

BUY
$55.07 - $62.69 $186,852 - $212,707
3,393 New
3,393 $0
Q1 2022

Apr 28, 2022

SELL
$65.0 - $73.15 $180,505 - $203,137
-2,777 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$69.49 - $73.61 $192,973 - $204,414
2,777 New
2,777 $202,000

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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