Aspiriant, LLC Ishares Tr Core Aggressive All Transaction History

Aspiriant, LLC

$2.61 Billion
Q3 2024

A detailed history of Aspiriant, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Aspiriant, LLC holds 6,955 shares of AOA stock, worth $541,099. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,955

Previous 6,803 2.23%

Holding current value

$541,099

Previous $508,000 7.87%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$72.11 - $79.05 $10,960 - $12,015	152 Added 2.23%	6,955 $548,000
Q2 2024 Jul 15, 2024	SELL	$70.02 - $75.08 $85,354 - $91,522	-1,219 Reduced 15.2%	6,803 $508,000
Q1 2024 Apr 15, 2024	SELL	$67.75 - $73.5 $167,410 - $181,618	-2,471 Reduced 23.55%	8,022 $589,000
Q4 2023 Jan 26, 2024	SELL	$60.96 - $69.28 $12,740 - $14,479	-209 Reduced 1.95%	10,493 $724,000
Q3 2023 Oct 17, 2023	SELL	$63.24 - $67.72 $4,806 - $5,146	-76 Reduced 0.71%	10,702 $679,000
Q2 2023 Jul 19, 2023	BUY	$63.04 - $66.51 $9,771 - $10,309	155 Added 1.46%	10,778 $715,000
Q1 2023 Apr 27, 2023	SELL	$59.87 - $64.81 $34,664 - $37,524	-579 Reduced 5.17%	10,623 $675,000
Q4 2022 Jan 23, 2023	BUY	$55.07 - $62.69 $148,799 - $169,388	2,702 Added 31.79%	11,202 $0
Q3 2022 Oct 28, 2022	BUY	$55.45 - $64.54 $471,325 - $548,590	8,500 New	8,500 $472,000

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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