Integrated Wealth Concepts LLC Ishares Tr Core Aggressive All Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,384 shares of AOA stock, worth $418,929. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,384
Previous 5,294 1.7%
Holding current value
$418,929
Previous $395,000 7.34%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$72.11 - $79.05 $6,489 - $7,114
90 Added 1.7%
5,384 $424,000
Q2 2024

Aug 14, 2024
BUY
$70.02 - $75.08 $11,413 - $12,238
163 Added 3.18%
5,294 $395,000
Q1 2024

May 15, 2024
BUY
$67.75 - $73.5 $8,807 - $9,555
130 Added 2.6%
5,131 $376,000
Q4 2023

Feb 13, 2024
BUY
$60.96 - $69.28 $40,233 - $45,724
660 Added 15.2%
5,001 $345,000
Q3 2023

Nov 15, 2023
BUY
$63.24 - $67.72 $17,138 - $18,352
271 Added 6.66%
4,341 $275,000
Q2 2023

Aug 15, 2023
BUY
$63.04 - $66.51 $256,572 - $270,695
4,070 New
4,070 $270,000

Others Institutions Holding AOA

# of Institutions
340
Shares Held
8.21M
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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