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

Moss Adams Wealth Advisors LLC

  • $950 Billion
  • Q1 2025

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 8,407 shares of AOA stock, worth $673,989. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,407
Previous 5,467 53.78%
Holding current value
$673,989
Previous $419 Million 53.55%
% of portfolio
0.07%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$75.7 - $80.01 $222,558 - $235,229
2,940 Added 53.78%
8,407 $643 Million
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
372
Shares Held
8.98M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
Track This Portfolio

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email