A detailed history of Buttonwood Financial Group, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Buttonwood Financial Group, LLC holds 22,344 shares of AOA stock, worth $1.75 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
22,344
Previous 22,026 1.44%
Holding current value
$1.75 Million
Previous $1.65 Million 7.04%
% of portfolio
1.08%
Previous 0.95%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$72.11 - $79.05 $22,930 - $25,137
318 Added 1.44%
22,344 $1.76 Million
Q2 2024

Jul 10, 2024

BUY
$70.02 - $75.08 $8,122 - $8,709
116 Added 0.53%
22,026 $1.65 Million
Q1 2024

Apr 11, 2024

SELL
$67.75 - $73.5 $21,476 - $23,299
-317 Reduced 1.43%
21,910 $1.61 Million
Q4 2023

Jan 08, 2024

SELL
$60.96 - $69.28 $51,937 - $59,026
-852 Reduced 3.69%
22,227 $1.53 Million
Q3 2023

Oct 31, 2023

BUY
$63.24 - $67.72 $22,450 - $24,040
355 Added 1.56%
23,079 $1.47 Million
Q2 2023

Jul 26, 2023

BUY
$63.04 - $66.51 $47,784 - $50,414
758 Added 3.45%
22,724 $1.51 Million
Q1 2023

May 08, 2023

BUY
$59.87 - $64.81 $63,522 - $68,763
1,061 Added 5.08%
21,966 $1.4 Million
Q4 2022

Jan 23, 2023

BUY
$55.07 - $62.69 $139,382 - $158,668
2,531 Added 13.77%
20,905 $0
Q3 2022

Nov 14, 2022

BUY
$55.45 - $64.54 $137,904 - $160,510
2,487 Added 15.65%
18,374 $1.01 Million
Q2 2022

Aug 05, 2022

BUY
$58.69 - $69.52 $96,368 - $114,151
1,642 Added 11.53%
15,887 $946,000
Q1 2022

May 18, 2022

BUY
$65.0 - $73.15 $925,925 - $1.04 Million
14,245 New
14,245 $980,000

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
Track This Portfolio

Track Buttonwood Financial Group, LLC Portfolio

Follow Buttonwood Financial Group, 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 Buttonwood Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buttonwood Financial Group, LLC with notifications on news.