Elevate Wealth Advisory, Inc Ishares Tr Core Aggressive All Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 868 shares of AOA stock, worth $70,091. This represents 0.05% of its overall portfolio holdings.

Number of Shares
868
Previous 649 33.74%
Holding current value
$70,091
Previous $49.7 Million 33.55%
% of portfolio
0.05%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$75.7 - $80.01 $16,578 - $17,522
219 Added 33.74%
868 $66.4 Million
Q4 2024

Feb 11, 2025
BUY
$76.61 - $79.88 $34,397 - $35,866
449 Added 224.5%
649 $49.7 Million
Q3 2024

Nov 13, 2024
BUY
$72.11 - $79.05 $1,802 - $1,976
25 Added 14.29%
200 $15.8 Million
Q2 2024

Aug 12, 2024
SELL
$70.02 - $75.08 $79,752 - $85,516
-1,139 Reduced 86.68%
175 $13.1 Million
Q1 2024

May 02, 2024
SELL
$67.75 - $73.5 $2,845 - $3,087
-42 Reduced 3.1%
1,314 $96.5 Million
Q4 2023

Feb 14, 2024
BUY
$60.96 - $69.28 $82,661 - $93,943
1,356 New
1,356 $93.6 Million

Others Institutions Holding AOA

# of Institutions
372
Shares Held
8.98M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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