Delos Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Delos Wealth Advisors, LLC

$119 Million
Q2 2025

A detailed history of Delos Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 12 shares of AOA stock, worth $1,038. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,038

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 19, 2025	BUY	$69.46 - $83.4 $833 - $1,000	12 New	12 $1,000

Others Institutions Holding AOA

# of Institutions

389

Shares Held

9.56M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.2M
Shares

$190 Million
1.52% of portfolio
Rockefeller Capital Management L.P. New York, NY

531K
Shares

$45.9 Million
0.1% of portfolio
Cx Institutional

477K
Shares

$41.2 Million
1.39% of portfolio
Assetmark, Inc

268K
Shares

$23.1 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

172K
Shares

$14.9 Million
0.01% of portfolio

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About ISHARES TR CORE AGGRESSIVE ALL

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