Archvest Wealth Advisors, Inc. Ishares Tr Core Aggressive All Transaction History

Archvest Wealth Advisors, Inc.

$120 Million
Q1 2025

A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 52,674 shares of AOA stock, worth $4.22 Million. This represents 3.36% of its overall portfolio holdings.

Number of Shares

52,674

Previous 52,855 0.34%

Holding current value

$4.22 Million

Previous $4.05 Million 0.49%

% of portfolio

3.36%

Previous 2.95%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$75.7 - $80.01 $13,701 - $14,481	-181 Reduced 0.34%	52,674 $4.03 Million
Q4 2024 Jan 28, 2025	SELL	$76.61 - $79.88 $64,045 - $66,779	-836 Reduced 1.56%	52,855 $4.05 Million
Q3 2024 Nov 04, 2024	BUY	$72.11 - $79.05 $63,817 - $69,959	885 Added 1.68%	53,691 $4.24 Million
Q2 2024 Aug 12, 2024	BUY	$70.02 - $75.08 $519,338 - $556,868	7,417 Added 16.34%	52,806 $3.95 Million
Q1 2024 Apr 29, 2024	BUY	$67.75 - $73.5 $58,739 - $63,724	867 Added 1.95%	45,389 $3.33 Million
Q4 2023 Jan 16, 2024	BUY	$60.96 - $69.28 $71,749 - $81,542	1,177 Added 2.72%	44,522 $3.07 Million
Q3 2023 Nov 07, 2023	BUY	$63.24 - $67.72 $174,289 - $186,636	2,756 Added 6.79%	43,345 $2.75 Million
Q2 2023 Jul 17, 2023	BUY	$63.04 - $66.51 $109,626 - $115,660	1,739 Added 4.48%	40,589 $2.69 Million
Q1 2023 May 02, 2023	SELL	$59.87 - $64.81 $43,645 - $47,246	-729 Reduced 1.84%	38,850 $2.47 Million
Q4 2022 Feb 03, 2023	BUY	$55.07 - $62.69 $334,605 - $380,904	6,076 Added 18.14%	39,579 $2.36 Million
Q3 2022 Nov 09, 2022	BUY	$55.45 - $64.54 $113,284 - $131,855	2,043 Added 6.49%	33,503 $1.86 Million
Q2 2022 Jul 26, 2022	BUY	$58.69 - $69.52 $28,171 - $33,369	480 Added 1.55%	31,460 $1.88 Million
Q1 2022 May 03, 2022	SELL	$65.0 - $73.15 $2,470 - $2,779	-38 Reduced 0.12%	30,980 $2.14 Million
Q4 2021 Feb 14, 2022	BUY	$69.49 - $73.61 $2.16 Million - $2.28 Million	31,018 New	31,018 $2.26 Million

Others Institutions Holding AOA

# of Institutions

372

Shares Held

8.98M

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 Archvest Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Archvest Wealth Advisors, Inc. with notifications on news.

Account

Archvest Wealth Advisors, Inc. Ishares Tr Core Aggressive All Transaction History