Marion Wealth Management Ishares Tr Core Aggressive All Transaction History

Marion Wealth Management

$392 Million
Q2 2025

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 7,130 shares of AOA stock, worth $602,698. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,130

Previous 8,339 14.5%

Holding current value

$602,698

Previous $636,000 6.6%

% of portfolio

0.15%

Previous 0.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$69.46 - $83.4 $83,977 - $100,830	-1,209 Reduced 14.5%	7,130 $594,000
Q1 2025 Apr 08, 2025	BUY	$75.7 - $80.01 $65,102 - $68,808	860 Added 11.5%	8,339 $636,000
Q4 2024 Jan 13, 2025	BUY	$76.61 - $79.88 $22,140 - $23,085	289 Added 4.02%	7,479 $572,000
Q3 2024 Oct 07, 2024	BUY	$72.11 - $79.05 $15,719 - $17,232	218 Added 3.13%	7,190 $567,000
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

383

Shares Held

9.54M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Marion Wealth Management Ishares Tr Core Aggressive All Transaction History