Geo Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Geo Wealth Management, LLC holds 127,810 shares of AOA stock, worth $9.88 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

127,810

Previous 83,753 52.6%

Holding current value

$9.88 Million

Previous $6.61 Million 48.17%

% of portfolio

0.34%

Previous 0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$76.61 - $79.88 $3.38 Million - $3.52 Million	44,057 Added 52.6%	127,810 $9.79 Million
Q3 2024 Nov 12, 2024	SELL	$72.11 - $79.05 $9.32 Million - $10.2 Million	-129,229 Reduced 60.68%	83,753 $6.61 Million
Q2 2024 Aug 12, 2024	BUY	$70.02 - $75.08 $6.25 Million - $6.7 Million	89,225 Added 72.1%	212,982 $15.9 Million
Q1 2024 May 15, 2024	BUY	$67.75 - $73.5 $8.38 Million - $9.1 Million	123,757 New	123,757 $9.09 Million
Q1 2024 May 15, 2024	SELL	$67.75 - $73.5 $3.09 Million - $3.35 Million	-45,561 Reduced 36.81%	78,196 $5.74 Million
Q2 2023 Aug 10, 2023	BUY	$63.04 - $66.51 $701,193 - $739,790	11,123 New	11,123 $737,000
Q2 2022 Aug 12, 2022	SELL	$58.69 - $69.52 $620,001 - $734,409	-10,564 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$65.0 - $73.15 $686,660 - $772,756	10,564 New	10,564 $728,000
Q4 2021 Feb 14, 2022	SELL	$69.49 - $73.61 $1.49 Million - $1.57 Million	-21,391 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$69.28 - $72.77 $1.48 Million - $1.56 Million	21,391 New	21,391 $1.49 Million

Others Institutions Holding AOA

# of Institutions

371

Shares Held

10.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Geo Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History