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

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 6,506 shares of AOA stock, worth $511,436. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,506

Previous 6,209 4.78%

Holding current value

$511,436

Previous $464,000 10.56%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$72.11 - $79.05 $21,416 - $23,477	297 Added 4.78%	6,506 $513,000
Q2 2024 Aug 14, 2024	BUY	$70.02 - $75.08 $32,489 - $34,837	464 Added 8.08%	6,209 $464,000
Q1 2024 May 09, 2024	BUY	$67.75 - $73.5 $5,623 - $6,100	83 Added 1.47%	5,745 $422,000
Q4 2023 Feb 08, 2024	SELL	$60.96 - $69.28 $108,752 - $123,595	-1,784 Reduced 23.96%	5,662 $390,000
Q3 2023 Nov 07, 2023	BUY	$63.24 - $67.72 $25,106 - $26,884	397 Added 5.63%	7,446 $472,000
Q2 2023 Aug 10, 2023	BUY	$63.04 - $66.51 $163,336 - $172,327	2,591 Added 58.12%	7,049 $467,000
Q1 2023 May 15, 2023	BUY	$59.87 - $64.81 $20,715 - $22,424	346 Added 8.41%	4,458 $283,000
Q4 2022 Feb 13, 2023	BUY	$55.07 - $62.69 $19,825 - $22,568	360 Added 9.59%	4,112 $245,000
Q3 2022 Nov 14, 2022	SELL	$55.45 - $64.54 $3,936 - $4,582	-71 Reduced 1.86%	3,752 $208,000
Q2 2022 Aug 16, 2022	BUY	$58.69 - $69.52 $31,457 - $37,262	536 Added 16.31%	3,823 $229,000
Q1 2022 Feb 08, 2024	SELL	$65.0 - $73.15 $148,395 - $167,001	-2,283 Reduced 40.32%	3,379 $232,000
Q4 2021 Feb 17, 2022	BUY	$69.49 - $73.61 $228,413 - $241,956	3,287 New	3,287 $239,000

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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