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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,015 shares of AOA stock, worth $267,762. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,015
Previous 2,976 1.31%
Holding current value
$267,762
Previous $227,000 10.57%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$69.46 - $83.4 $2,708 - $3,252
39 Added 1.31%
3,015 $251,000
Q4 2024

Feb 13, 2025
BUY
$76.61 - $79.88 $2,911 - $3,035
38 Added 1.29%
2,976 $227,000
Q3 2024

Nov 14, 2024
BUY
$72.11 - $79.05 $1,514 - $1,660
21 Added 0.72%
2,938 $231,000
Q2 2024

Aug 19, 2024
BUY
$70.02 - $75.08 $560 - $600
8 Added 0.28%
2,917 $218,000
Q1 2024

May 14, 2024
BUY
$67.75 - $73.5 $67 - $73
1 Added 0.03%
2,909 $213,000
Q4 2023

Feb 28, 2024
BUY
$60.96 - $69.28 $2,194 - $2,494
36 Added 1.25%
2,908 $200,000
Q3 2023

Nov 22, 2023
BUY
$63.24 - $67.72 $181,625 - $194,491
2,872 New
2,872 $182,000

Others Institutions Holding AOA

# of Institutions
413
Shares Held
9.29M
Call Options Held
4.9K
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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