Boston Standard Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Boston Standard Wealth Management, LLC

$515 Billion
Q4 2024

A detailed history of Boston Standard Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 7,260 shares of AOA stock, worth $571,071. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,260

Previous 7,119 1.98%

Holding current value

$571,071

Previous $562 Million 1.07%

% of portfolio

0.11%

Previous 0.11%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$76.61 - $79.88 $10,802 - $11,263	141 Added 1.98%	7,260 $556 Million
Q3 2024 Oct 07, 2024	SELL	$72.11 - $79.05 $865 - $948	-12 Reduced 0.17%	7,119 $562 Million
Q2 2024 Jul 10, 2024	SELL	$70.02 - $75.08 $6,371 - $6,832	-91 Reduced 1.26%	7,131 $533 Million
Q1 2024 Apr 11, 2024	SELL	$67.75 - $73.5 $13,482 - $14,626	-199 Reduced 2.68%	7,222 $531 Million
Q3 2023 Oct 10, 2023	BUY	$63.24 - $67.72 $1,770 - $1,896	28 Added 0.38%	7,421 $471 Million
Q2 2023 Jul 06, 2023	BUY	$63.04 - $66.51 $9,645 - $10,176	153 Added 2.11%	7,393 $490 Million
Q1 2023 Apr 04, 2023	BUY	$59.87 - $64.81 $31,611 - $34,219	528 Added 7.87%	7,240 $460 Million
Q4 2022 Jan 10, 2023	SELL	$55.07 - $62.69 $770 - $877	-14 Reduced 0.21%	6,712 $401 Million
Q3 2022 Oct 13, 2022	BUY	$55.45 - $64.54 $6,210 - $7,228	112 Added 1.69%	6,726 $373 Million
Q2 2022 Jul 12, 2022	BUY	$58.69 - $69.52 $16,022 - $18,978	273 Added 4.31%	6,614 $399 Million
Q1 2022 Apr 12, 2022	BUY	$65.0 - $73.15 $16,705 - $18,799	257 Added 4.22%	6,341 $437 Million
Q4 2021 Jan 18, 2022	SELL	$69.49 - $73.61 $1,250 - $1,324	-18 Reduced 0.29%	6,084 $443 Million
Q3 2021 Oct 07, 2021	BUY	$69.28 - $72.77 $69 - $72	1 Added 0.02%	6,102 $426 Million
Q2 2021 Jul 13, 2021	SELL	$67.52 - $70.92 $12,693 - $13,332	-188 Reduced 2.99%	6,101 $431 Million
Q1 2021 Apr 19, 2021	SELL	$63.86 - $67.38 $20,626 - $21,763	-323 Reduced 4.89%	6,289 $420,000
Q4 2020 Jan 12, 2021	SELL	$56.73 - $64.27 $14,409 - $16,324	-254 Reduced 3.7%	6,612 $424 Million
Q3 2020 Oct 20, 2020	SELL	$55.0 - $60.45 $7,260 - $7,979	-132 Reduced 1.89%	6,866 $398,000
Q2 2020 Jul 06, 2020	SELL	$46.01 - $56.68 $4,739 - $5,838	-103 Reduced 1.45%	6,998 $384 Million
Q1 2020 Apr 13, 2020	BUY	$42.55 - $59.41 $510 - $712	12 Added 0.17%	7,101 $327 Million
Q4 2019 Jan 06, 2020	SELL	$53.52 - $58.4 $1,070 - $1,168	-20 Reduced 0.28%	7,089 $411 Million
Q3 2019 Oct 08, 2019	SELL	$52.61 - $55.45 $35,985 - $37,927	-684 Reduced 8.78%	7,109 $390 Million
Q2 2019 Jul 09, 2019	BUY	$52.38 - $55.24 $4,871 - $5,137	93 Added 1.21%	7,793 $428 Million
Q1 2019 Apr 11, 2019	SELL	$47.96 - $53.89 $12.3 Million - $13.8 Million	-256,554 Reduced 97.09%	7,700 $416 Million
Q4 2018 Jan 10, 2019	BUY	$47.04 - $54.74 $12 Million - $14 Million	256,089 Added 3136.42%	264,254 $12.8 Million
Q3 2018 Oct 03, 2018	BUY	$52.65 - $55.0 $33,696 - $35,200	640 Added 8.5%	8,165 $444 Million
Q1 2018 Apr 10, 2018	BUY	$52.32 - $56.92 $9,469 - $10,302	181 Added 2.46%	7,525 $403 Million
Q4 2017 Jan 09, 2018	SELL	$53.61 - $55.82 $30,128 - $31,370	-562 Reduced 7.11%	7,344 $396 Million
Q3 2017 Oct 12, 2017	BUY	$53.19 - $53.58 $420,520 - $423,603	7,906	7,906 $424 Million

Others Institutions Holding AOA

# of Institutions

345

Shares Held

8.48M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Boston Standard Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History