Dynamic Advisor Solutions LLC Ishares Tr Core Aggressive All Transaction History

Dynamic Advisor Solutions LLC

$2.97 Billion
Q1 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 11,240 shares of AOA stock, worth $839,852. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,240

Previous 18,586 39.52%

Holding current value

$839,852

Previous $1.42 Million 39.63%

% of portfolio

0.03%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$75.7 - $80.01 $556,092 - $587,753	-7,346 Reduced 39.52%	11,240 $859,000
Q4 2024 Jan 21, 2025	BUY	$76.61 - $79.88 $682,058 - $711,171	8,903 Added 91.94%	18,586 $1.42 Million
Q3 2024 Oct 07, 2024	BUY	$72.11 - $79.05 $89,272 - $97,863	1,238 Added 14.66%	9,683 $764,000
Q2 2024 Jul 15, 2024	SELL	$70.02 - $75.08 $3.36 Million - $3.61 Million	-48,043 Reduced 85.05%	8,445 $631,000
Q1 2024 Apr 12, 2024	BUY	$67.75 - $73.5 $2.91 Million - $3.15 Million	42,904 Added 315.84%	56,488 $4.15 Million
Q4 2023 Jan 10, 2024	BUY	$60.96 - $69.28 $4,876 - $5,542	80 Added 0.59%	13,584 $937,000
Q3 2023 Oct 10, 2023	BUY	$63.24 - $67.72 $143,554 - $153,724	2,270 Added 20.21%	13,504 $857,000
Q2 2023 Aug 03, 2023	BUY	$63.04 - $66.51 $506,841 - $534,740	8,040 Added 251.72%	11,234 $745,000
Q1 2023 Apr 10, 2023	BUY	$59.87 - $64.81 $191,224 - $207,003	3,194 New	3,194 $203,000
Q1 2021 Apr 27, 2021	SELL	$63.86 - $67.38 $201,669 - $212,786	-3,158 Closed	0 $0
Q4 2020 Feb 03, 2021	BUY	$56.73 - $64.27 $179,153 - $202,964	3,158 New	3,158 $203,000
Q4 2018 Jan 29, 2019	SELL	$47.04 - $54.74 $340,804 - $396,591	-7,245 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$52.65 - $55.0 $381,449 - $398,475	7,245 New	7,245 $396,000

Others Institutions Holding AOA

# of Institutions

365

Shares Held

10M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Dynamic Advisor Solutions LLC Ishares Tr Core Aggressive All Transaction History