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

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Hb Wealth Management, LLC holds 3,676 shares of AOA stock, worth $290,771. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,676
Previous 4,066 9.59%
Holding current value
$290,771
Previous $320,000 12.19%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 15, 2025
SELL
$76.61 - $79.88 $29,877 - $31,153
-390 Reduced 9.59%
3,676 $281,000
Q3 2024

Oct 15, 2024
BUY
$72.11 - $79.05 $54,803 - $60,078
760 Added 22.99%
4,066 $320,000
Q2 2024

Jul 26, 2024
BUY
$70.02 - $75.08 $18,275 - $19,595
261 Added 8.57%
3,306 $247,000
Q1 2024

Apr 30, 2024
BUY
$67.75 - $73.5 $8,739 - $9,481
129 Added 4.42%
3,045 $223,000
Q4 2023

Jan 16, 2024
BUY
$60.96 - $69.28 $177,759 - $202,020
2,916 New
2,916 $201,000

Others Institutions Holding AOA

# of Institutions
369
Shares Held
10.1M
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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