Marion Wealth Management Ishares Tr Core Aggressive All Transaction History

Marion Wealth Management

$373 Million
Q3 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 7,190 shares of AOA stock, worth $565,205. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,190

Previous 6,972 3.13%

Holding current value

$565,205

Previous $521,000 8.83%

% of portfolio

0.15%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

339

Shares Held

8.21M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marion Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Marion Wealth Management with notifications on news.

Account

Marion Wealth Management Ishares Tr Core Aggressive All Transaction History