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

Bcgm Wealth Management, LLC

  • $287 Million
  • Q3 2024

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 4,276 shares of AOA stock, worth $329,252. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,276
Previous 4,145 3.16%
Holding current value
$329,252
Previous $309,000 9.06%
% of portfolio
0.12%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
339
Shares Held
8.21M
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
Track This Portfolio

Track Bcgm Wealth Management, LLC Portfolio

Follow Bcgm Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcgm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bcgm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email