Marion Wealth Management Ishares Tr Core Aggressive All Transaction History

Marion Wealth Management

$340 Million
Q2 2024

A detailed history of Marion Wealth Management transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Marion Wealth Management holds 6,972 shares of AOA stock, worth $545,210. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,972

Previous 6,155 13.27%

Holding current value

$545,210

Previous $452,000 15.27%

% of portfolio

0.15%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 09, 2024	BUY	$70.02 - $75.08 $57,206 - $61,340	817 Added 13.27%	6,972 $521,000
Q1 2024 Apr 08, 2024	BUY	$67.75 - $73.5 $44,850 - $48,657	662 Added 12.05%	6,155 $452,000
Q4 2023 Jan 10, 2024	BUY	$60.96 - $69.28 $22,799 - $25,910	374 Added 7.31%	5,493 $379,000
Q3 2023 Oct 18, 2023	BUY	$63.24 - $67.72 $16,189 - $17,336	256 Added 5.26%	5,119 $325,000
Q2 2023 Jul 24, 2023	BUY	$63.04 - $66.51 $41,858 - $44,162	664 Added 15.81%	4,863 $322,000
Q1 2023 Apr 24, 2023	BUY	$59.87 - $64.81 $29,036 - $31,432	485 Added 13.06%	4,199 $267,000
Q4 2022 Jan 19, 2023	BUY	$55.07 - $62.69 $204,529 - $232,830	3,714 New	3,714 $0

Others Institutions Holding AOA

# of Institutions

336

Shares Held

8.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

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Marion Wealth Management Ishares Tr Core Aggressive All Transaction History