Bellwether Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Bellwether Advisors, LLC

$542 Million
Q4 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 3,469 shares of AOA stock, worth $272,628. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,469

Previous 2,759 25.73%

Holding current value

$272,628

Previous $217,000 22.12%

% of portfolio

0.05%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$76.61 - $79.88 $54,393 - $56,714	710 Added 25.73%	3,469 $265,000
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

370

Shares Held

10.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Bellwether Advisors, LLC Ishares Tr Core Aggressive All Transaction History