Kestra Private Wealth Services, LLC Ishares Tr Core Aggressive All Transaction History

Kestra Private Wealth Services, LLC

$6.57 Billion
Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 83,109 shares of AOA stock, worth $7.19 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

83,109

Previous 78,481 5.9%

Holding current value

$7.19 Million

Previous $6 Million 15.46%

% of portfolio

0.11%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$69.46 - $83.4 $321,460 - $385,975	4,628 Added 5.9%	83,109 $6.93 Million
Q1 2025 May 05, 2025	BUY	$75.7 - $80.01 $609,460 - $644,160	8,051 Added 11.43%	78,481 $6 Million
Q4 2024 Jan 28, 2025	BUY	$76.61 - $79.88 $544,007 - $567,227	7,101 Added 11.21%	70,430 $5.4 Million
Q3 2024 Nov 13, 2024	SELL	$72.11 - $79.05 $54,515 - $59,761	-756 Reduced 1.18%	63,329 $5 Million
Q2 2024 Aug 12, 2024	BUY	$70.02 - $75.08 $210,900 - $226,140	3,012 Added 4.93%	64,085 $4.79 Million
Q1 2024 May 02, 2024	BUY	$67.75 - $73.5 $673,570 - $730,737	9,942 Added 19.44%	61,073 $4.49 Million
Q4 2023 Feb 05, 2024	BUY	$60.96 - $69.28 $3.12 Million - $3.54 Million	51,131 New	51,131 $3.53 Million

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

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Kestra Private Wealth Services, LLC Ishares Tr Core Aggressive All Transaction History