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

Bcgm Wealth Management, LLC

$322 Million
Q2 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 4,247 shares of AOA stock, worth $370,550. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,247

Previous 4,250 0.07%

Holding current value

$370,550

Previous $325,000 8.92%

% of portfolio

0.11%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$69.46 - $83.4 $208 - $250	-3 Reduced 0.07%	4,247 $354,000
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

388

Shares Held

9.53M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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