Lane & Associates LLC Ishares Tr Core Aggressive All Transaction History

Lane & Associates LLC

$187 Million
Q4 2024

A detailed history of Lane & Associates LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Lane & Associates LLC holds 6,063 shares of AOA stock, worth $476,612. This represents 0.25% of its overall portfolio holdings.

Number of Shares

6,063

Previous 6,456 6.09%

Holding current value

$476,612

Previous $509 Million 99.91%

% of portfolio

0.25%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$76.61 - $79.88 $30,107 - $31,392	-393 Reduced 6.09%	6,063 $464,000
Q3 2024 Nov 12, 2024	SELL	$72.11 - $79.05 $2,740 - $3,003	-38 Reduced 0.59%	6,456 $509 Million
Q2 2024 Aug 07, 2024	BUY	$70.02 - $75.08 $1,400 - $1,501	20 Added 0.31%	6,494 $486 Million
Q1 2024 Apr 12, 2024	BUY	$67.75 - $73.5 $1,693 - $1,837	25 Added 0.39%	6,474 $476 Million
Q4 2023 Apr 09, 2024	BUY	$60.96 - $69.28 $393,131 - $446,786	6,449 New	6,449 $445 Million
Q3 2023 Apr 12, 2024	BUY	$63.24 - $67.72 $3,794 - $4,063	60 Added 1.15%	5,274 $335 Million
Q2 2023 Apr 12, 2024	SELL	$63.04 - $66.51 $79,430 - $83,802	-1,260 Reduced 19.46%	5,214 $346 Million
Q1 2023 Apr 12, 2024	BUY	$59.87 - $64.81 $85,195 - $92,224	1,423 Added 35.14%	5,473 $348 Million
Q4 2022 Apr 12, 2024	SELL	$55.07 - $62.69 $133,489 - $151,960	-2,424 Reduced 37.44%	4,050 $242 Million

Others Institutions Holding AOA

# of Institutions

353

Shares Held

8.97M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Lane & Associates LLC Ishares Tr Core Aggressive All Transaction History