Montag A & Associates Inc Ishares Tr Core Aggressive All Transaction History

Montag A & Associates Inc

  • $1.97 Billion
  • Q1 2025

A detailed history of Montag A & Associates Inc transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Montag A & Associates Inc holds 1,036 shares of AOA stock, worth $83,657. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,036
Previous 1,036 -0.0%
Holding current value
$83,657
Previous $79,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 02, 2023
BUY
$55.07 - $62.69 $57,052 - $64,946
1,036 New
1,036 $61,000
Q4 2021

Feb 09, 2022
SELL
$69.49 - $73.61 $1,111 - $1,177
-16 Closed
0 $0
Q1 2021

May 14, 2021
BUY
$63.86 - $67.38 $1,021 - $1,078
16 New
16 $1,000

Others Institutions Holding AOA

# of Institutions
372
Shares Held
8.98M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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