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

Keebeck Wealth Management, LLC

  • $667 Million
  • Q3 2024

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 2,578 shares of AOA stock, worth $198,506. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,578
Holding current value
$198,506
% of portfolio
0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
339
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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