Bcgm Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Bcgm Wealth Management, LLC

  • $297 Million
  • Q1 2025

A detailed history of Bcgm Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 4,250 shares of AOA stock, worth $354,195. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,250
Previous 4,344 2.16%
Holding current value
$354,195
Previous $332,000 2.11%
% of portfolio
0.11%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$75.7 - $80.01 $7,115 - $7,520
-94 Reduced 2.16%
4,250 $325,000
Q4 2024

Feb 04, 2025
BUY
$76.61 - $79.88 $5,209 - $5,431
68 Added 1.59%
4,344 $332,000
Q3 2024

Nov 06, 2024
BUY
$72.11 - $79.05 $9,446 - $10,355
131 Added 3.16%
4,276 $337,000
Q2 2024

Jul 30, 2024
BUY
$70.02 - $75.08 $5,321 - $5,706
76 Added 1.87%
4,145 $309,000
Q1 2024

May 07, 2024
SELL
$67.75 - $73.5 $204,063 - $221,382
-3,012 Reduced 42.54%
4,069 $298,000
Q4 2023

Feb 08, 2024
BUY
$60.96 - $69.28 $16,885 - $19,190
277 Added 4.07%
7,081 $488,000
Q3 2023

Nov 08, 2023
BUY
$63.24 - $67.72 $15,177 - $16,252
240 Added 3.66%
6,804 $431,000
Q2 2023

Aug 07, 2023
BUY
$63.04 - $66.51 $9,519 - $10,043
151 Added 2.35%
6,564 $435,000
Q1 2023

May 02, 2023
BUY
$59.87 - $64.81 $107,466 - $116,333
1,795 Added 38.87%
6,413 $407,000
Q4 2022

Feb 07, 2023
SELL
$55.07 - $62.69 $29,352 - $33,413
-533 Reduced 10.35%
4,618 $275,000
Q3 2022

Nov 03, 2022
BUY
$55.45 - $64.54 $26,837 - $31,237
484 Added 10.37%
5,151 $294,000
Q2 2022

Aug 01, 2022
BUY
$58.69 - $69.52 $33,922 - $40,182
578 Added 14.14%
4,667 $294,000
Q1 2022

May 02, 2022
BUY
$65.0 - $73.15 $265,785 - $299,110
4,089 New
4,089 $281,000

Others Institutions Holding AOA

# of Institutions
373
Shares Held
8.98M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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