Great Point Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Great Point Wealth Advisors, LLC

  • $450 Million
  • Q4 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 6,904 shares of AOA stock, worth $531,608. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,904
Previous 6,938 0.49%
Holding current value
$531,608
Previous $547,000 3.47%
% of portfolio
0.12%
Previous 0.12%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$76.61 - $79.88 $2,604 - $2,715
-34 Reduced 0.49%
6,904 $528,000
Q2 2024

Jul 29, 2024
SELL
$70.02 - $75.08 $140 - $150
-2 Reduced 0.03%
6,938 $518,000
Q1 2024

May 09, 2024
SELL
$67.75 - $73.5 $86,449 - $93,786
-1,276 Reduced 15.53%
6,940 $509,000
Q4 2023

Jan 22, 2024
BUY
$60.96 - $69.28 $1,219 - $1,385
20 Added 0.24%
8,216 $567,000
Q3 2023

Oct 13, 2023
SELL
$63.24 - $67.72 $10,561 - $11,309
-167 Reduced 2.0%
8,196 $520,000
Q1 2023

May 12, 2023
SELL
$59.87 - $64.81 $68,790 - $74,466
-1,149 Reduced 12.08%
8,363 $531,000
Q4 2022

Feb 07, 2023
BUY
$55.07 - $62.69 $28,361 - $32,285
515 Added 5.72%
9,512 $568,000
Q2 2022

Aug 25, 2022
BUY
$58.69 - $69.52 $10,857 - $12,861
185 Added 2.1%
8,997 $539,000
Q1 2022

May 03, 2022
BUY
$65.0 - $73.15 $3,185 - $3,584
49 Added 0.56%
8,812 $607,000
Q4 2021

Feb 09, 2022
BUY
$69.49 - $73.61 $5,837 - $6,183
84 Added 0.97%
8,763 $638,000
Q3 2021

Nov 03, 2021
BUY
$69.28 - $72.77 $25,148 - $26,415
363 Added 4.37%
8,679 $606,000
Q2 2021

Aug 12, 2021
BUY
$67.52 - $70.92 $14,314 - $15,035
212 Added 2.62%
8,316 $588,000
Q1 2021

May 11, 2021
BUY
$63.86 - $67.38 $268,914 - $283,737
4,211 Added 108.17%
8,104 $542,000
Q4 2020

Jan 29, 2021
SELL
$56.73 - $64.27 $20,763 - $23,522
-366 Reduced 8.59%
3,893 $249,000
Q2 2020

Jul 24, 2020
BUY
$46.01 - $56.68 $195,956 - $241,400
4,259 New
4,259 $233,000
Q1 2020

May 13, 2020
SELL
$42.55 - $59.41 $158,498 - $221,302
-3,725 Closed
0 $0
Q4 2019

Feb 28, 2020
BUY
$53.52 - $58.4 $199,362 - $217,540
3,725 New
3,725 $216,000

Others Institutions Holding AOA

# of Institutions
371
Shares Held
10.2M
Call Options Held
0
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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