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

Elevate Wealth Advisory, Inc

$141 Billion
Q2 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 540 shares of AOA stock, worth $47,822. This represents 0.03% of its overall portfolio holdings.

Number of Shares

540

Previous 868 37.79%

Holding current value

$47,822

Previous $66.4 Million 32.18%

% of portfolio

0.03%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$69.46 - $83.4 $22,782 - $27,355	-328 Reduced 37.79%	540 $45 Million
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

388

Shares Held

9.53M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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