Brandywine Oak Private Wealth LLC Ishares Tr Core Aggressive All Transaction History

Brandywine Oak Private Wealth LLC

  • $959 Million
  • Q1 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
SELL
$58.69 - $69.52 $198,372 - $234,977
-3,380 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$65.0 - $73.15 $18,460 - $20,774
284 Added 9.17%
3,380 $233,000
Q4 2021

Feb 07, 2022
SELL
$69.49 - $73.61 $45,654 - $48,361
-657 Reduced 17.51%
3,096 $225,000
Q3 2021

Oct 18, 2021
BUY
$69.28 - $72.77 $19,952 - $20,957
288 Added 8.31%
3,753 $261,000
Q2 2021

Aug 09, 2021
SELL
$67.52 - $70.92 $31,059 - $32,623
-460 Reduced 11.72%
3,465 $244,000
Q1 2021

May 06, 2021
SELL
$63.86 - $67.38 $39,337 - $41,506
-616 Reduced 13.57%
3,925 $262,000
Q4 2020

Feb 08, 2021
BUY
$56.73 - $64.27 $850 - $964
15 Added 0.33%
4,541 $291,000
Q3 2020

Oct 16, 2020
BUY
$55.0 - $60.45 $220 - $241
4 Added 0.09%
4,526 $262,000
Q2 2020

Aug 06, 2020
BUY
$46.01 - $56.68 $208,057 - $256,306
4,522 New
4,522 $248,000
Q1 2019

May 09, 2019
SELL
$47.96 - $53.89 $24,459 - $27,483
-510 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$47.04 - $54.74 $23,990 - $27,917
510 New
510 $24,000

Others Institutions Holding AOA

# of Institutions
319
Shares Held
8.06M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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