Moss Adams Wealth Advisors LLC Ishares Tr Core Aggressive All Transaction History

Moss Adams Wealth Advisors LLC

$946 Billion
Q4 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 5,467 shares of AOA stock, worth $432,439. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,467

Previous 5,345 2.28%

Holding current value

$432,439

Previous $422 Million 0.69%

% of portfolio

0.04%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$76.61 - $79.88 $9,346 - $9,745	122 Added 2.28%	5,467 $419 Million
Q3 2024 Oct 17, 2024	BUY	$72.11 - $79.05 $56,173 - $61,579	779 Added 17.06%	5,345 $422 Million
Q1 2024 May 07, 2024	BUY	$67.75 - $73.5 $67,546 - $73,279	997 Added 27.93%	4,566 $335 Million
Q4 2023 Feb 06, 2024	BUY	$60.96 - $69.28 $4,145 - $4,711	68 Added 1.94%	3,569 $246 Million
Q3 2023 Dec 20, 2023	BUY	$63.24 - $67.72 $221,403 - $237,087	3,501 New	3,501 $222 Million

Others Institutions Holding AOA

# of Institutions

369

Shares Held

10.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Moss Adams Wealth Advisors LLC Ishares Tr Core Aggressive All Transaction History