Bellwether Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Bellwether Advisors, LLC

$507 Million
Q3 2024

A detailed history of Bellwether Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Bellwether Advisors, LLC holds 2,759 shares of AOA stock, worth $216,884. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,759

Holding current value

$216,884

% of portfolio

0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$72.11 - $79.05 $198,951 - $218,098	2,759 New	2,759 $217,000
Q1 2023 May 05, 2023	SELL	$59.87 - $64.81 $36,939 - $39,987	-617 Reduced 21.79%	2,214 $140,000
Q4 2022 Feb 13, 2023	BUY	$55.07 - $62.69 $12,445 - $14,167	226 Added 8.68%	2,831 $169,000
Q3 2022 Nov 14, 2022	BUY	$55.45 - $64.54 $10,590 - $12,327	191 Added 7.91%	2,605 $144,000
Q2 2022 Aug 05, 2022	BUY	$58.69 - $69.52 $53,290 - $63,124	908 Added 60.29%	2,414 $144,000
Q1 2022 Apr 29, 2022	BUY	$65.0 - $73.15 $97,890 - $110,163	1,506 New	1,506 $103,000
Q2 2021 Aug 10, 2021	SELL	$67.52 - $70.92 $61,038 - $64,111	-904 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$63.86 - $67.38 $1,724 - $1,819	27 Added 3.08%	904 $60,000
Q4 2020 Jan 29, 2021	BUY	$56.73 - $64.27 $49,752 - $56,364	877 New	877 $56,000

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

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 Bellwether Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bellwether Advisors, LLC with notifications on news.

Account

Bellwether Advisors, LLC Ishares Tr Core Aggressive All Transaction History