Evermay Wealth Management LLC Ishares Tr Core Aggressive All Transaction History

Evermay Wealth Management LLC

  • $866 Million
  • Q3 2025

A detailed history of Evermay Wealth Management LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Evermay Wealth Management LLC holds 14 shares of AOA stock, worth $1,243. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14
Previous 14 -0.0%
Holding current value
$1,243
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 29, 2025
SELL
$69.46 - $83.4 $694 - $834
-10 Reduced 41.67%
14 $1,000
Q3 2022

Nov 14, 2022
BUY
$55.45 - $64.54 $332 - $387
6 Added 33.33%
24 $1,000
Q2 2022

Aug 15, 2022
BUY
$58.69 - $69.52 $58 - $69
1 Added 5.88%
18 $1,000
Q1 2022

May 16, 2022
BUY
$65.0 - $73.15 $1,105 - $1,243
17 New
17 $1,000

Others Institutions Holding AOA

# of Institutions
412
Shares Held
9.28M
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
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email