Family Wealth Partners, LLC Ishares Tr Core Aggressive All Transaction History

Family Wealth Partners, LLC

$250 Billion
Q2 2025

A detailed history of Family Wealth Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Family Wealth Partners, LLC holds 2,896 shares of AOA stock, worth $254,268. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,896

Previous 3,082 6.04%

Holding current value

$254,268

Previous $236 Million 2.46%

% of portfolio

0.1%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$69.46 - $83.4 $12,919 - $15,512	-186 Reduced 6.04%	2,896 $242 Million
Q1 2025 Apr 16, 2025	BUY	$75.7 - $80.01 $908 - $960	12 Added 0.39%	3,082 $236 Million
Q4 2024 Jan 14, 2025	BUY	$76.61 - $79.88 $1,838 - $1,917	24 Added 0.79%	3,070 $235 Million
Q3 2024 Oct 09, 2024	BUY	$72.11 - $79.05 $1,946 - $2,134	27 Added 0.89%	3,046 $240 Million
Q2 2024 Jul 10, 2024	SELL	$70.02 - $75.08 $33,959 - $36,413	-485 Reduced 13.84%	3,019 $226 Million
Q1 2024 Apr 16, 2024	SELL	$67.75 - $73.5 $28,319 - $30,723	-418 Reduced 10.66%	3,504 $257 Million
Q4 2023 Mar 20, 2024	BUY	$60.96 - $69.28 $239,085 - $271,716	3,922 New	3,922 $271 Million

Others Institutions Holding AOA

# of Institutions

388

Shares Held

9.54M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Family Wealth Partners, LLC Ishares Tr Core Aggressive All Transaction History