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

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 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 6,446 shares of AOA stock, worth $496,342. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,446
Previous 6,506 0.92%
Holding current value
$496,342
Previous $513,000 3.9%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$76.61 - $79.88 $4,596 - $4,792
-60 Reduced 0.92%
6,446 $493,000
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
371
Shares Held
10.2M
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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