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

Keebeck Wealth Management, LLC

$725 Million
Q2 2025

A detailed history of Keebeck Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 2,407 shares of AOA stock, worth $208,229. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,407

Holding current value

$208,229

% of portfolio

0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$69.46 - $83.4 $167,190 - $200,743	2,407 New	2,407 $200,000
Q3 2024 Nov 14, 2024	BUY	$72.11 - $79.05 $185,899 - $203,790	2,578 New	2,578 $203,000
Q4 2023 Feb 14, 2024	BUY	$60.96 - $69.28 $35,295 - $40,113	579 Added 14.26%	4,640 $320,000
Q3 2023 Nov 14, 2023	BUY	$63.24 - $67.72 $63 - $67	1 Added 0.02%	4,061 $257,000
Q1 2023 May 15, 2023	SELL	$59.87 - $64.81 $11,075 - $11,989	-185 Reduced 4.36%	4,060 $258,000
Q4 2022 Feb 14, 2023	SELL	$55.07 - $62.69 $142,411 - $162,116	-2,586 Reduced 37.86%	4,245 $253,000
Q3 2022 Nov 14, 2022	SELL	$55.45 - $64.54 $7,707 - $8,971	-139 Reduced 1.99%	6,831 $379,000
Q2 2022 Aug 15, 2022	SELL	$58.69 - $69.52 $193,559 - $229,276	-3,298 Reduced 32.12%	6,970 $417,000
Q1 2022 May 16, 2022	BUY	$65.0 - $73.15 $6,175 - $6,949	95 Added 0.93%	10,268 $708,000
Q4 2021 Feb 14, 2022	SELL	$69.49 - $73.61 $118,758 - $125,799	-1,709 Reduced 14.38%	10,173 $741,000
Q3 2021 Nov 16, 2021	SELL	$69.28 - $72.77 $16,557 - $17,392	-239 Reduced 1.97%	11,882 $829,000
Q2 2021 Aug 16, 2021	SELL	$67.52 - $70.92 $18,432 - $19,361	-273 Reduced 2.2%	12,121 $856,000
Q1 2021 May 13, 2021	BUY	$63.86 - $67.38 $539,872 - $569,630	8,454 Added 214.57%	12,394 $830,000
Q4 2020 Feb 16, 2021	BUY	$56.73 - $64.27 $223,516 - $253,223	3,940 New	3,940 $253,000

Others Institutions Holding AOA

# of Institutions

389

Shares Held

9.56M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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