Modera Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Modera Wealth Management, LLC

$7.26 Billion
Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Modera Wealth Management, LLC holds 6,931 shares of AOA stock, worth $575,273. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,931

Previous 4,001 73.23%

Holding current value

$575,273

Previous $306,000 73.2%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$75.7 - $80.01 $221,801 - $234,429	2,930 Added 73.23%	6,931 $530,000
Q4 2024 Feb 05, 2025	BUY	$76.61 - $79.88 $995 - $1,038	13 Added 0.33%	4,001 $306,000
Q3 2024 Oct 24, 2024	BUY	$72.11 - $79.05 $9,806 - $10,750	136 Added 3.53%	3,988 $314,000
Q2 2024 Jul 29, 2024	SELL	$70.02 - $75.08 $10,432 - $11,186	-149 Reduced 3.72%	3,852 $288,000
Q1 2024 May 14, 2024	SELL	$67.75 - $73.5 $135 - $147	-2 Reduced 0.05%	4,001 $293,000
Q4 2023 Feb 14, 2024	BUY	$60.96 - $69.28 $6,949 - $7,897	114 Added 2.93%	4,003 $276,000
Q3 2023 Nov 30, 2023	BUY	$63.24 - $67.72 $245,940 - $263,363	3,889 New	3,889 $246,000

Others Institutions Holding AOA

# of Institutions

372

Shares Held

8.98M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Modera Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History