Live Oak Investment Partners Ishares Tr Core Aggressive All Transaction History

Live Oak Investment Partners

$126 Million
Q4 2024

A detailed history of Live Oak Investment Partners transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Live Oak Investment Partners holds 773 shares of AOA stock, worth $61,082. This represents 0.05% of its overall portfolio holdings.

Number of Shares

773

Previous 849 8.95%

Holding current value

$61,082

Previous $66,000 10.61%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$76.61 - $79.88 $5,822 - $6,070	-76 Reduced 8.95%	773 $59,000
Q3 2024 Nov 05, 2024	SELL	$72.11 - $79.05 $3,893 - $4,268	-54 Reduced 5.98%	849 $66,000
Q2 2024 Jul 16, 2024	BUY	$70.02 - $75.08 $7,772 - $8,333	111 Added 14.02%	903 $67,000
Q4 2023 Feb 14, 2024	SELL	$60.96 - $69.28 $792 - $900	-13 Reduced 1.61%	792 $54,000
Q3 2023 Oct 31, 2023	BUY	$63.24 - $67.72 $3,794 - $4,063	60 Added 8.05%	805 $51,000
Q2 2023 Jul 13, 2023	BUY	$63.04 - $66.51 $2,458 - $2,593	39 Added 5.52%	745 $49,000
Q1 2023 May 03, 2023	BUY	$59.87 - $64.81 $4,131 - $4,471	69 Added 10.83%	706 $44,000
Q4 2022 Feb 15, 2023	BUY	$55.07 - $62.69 $35,079 - $39,933	637 New	637 $38,000

Others Institutions Holding AOA

# of Institutions

347

Shares Held

8.52M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Live Oak Investment Partners Ishares Tr Core Aggressive All Transaction History