Mps Loria Financial Planners, LLC Ishares Tr Core Aggressive All Transaction History

Mps Loria Financial Planners, LLC

  • $335 Million
  • Q2 2025

A detailed history of Mps Loria Financial Planners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 8,343 shares of AOA stock, worth $721,752. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,343
Previous 8,211 1.61%
Holding current value
$721,752
Previous $628,000 10.67%
% of portfolio
0.21%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$69.46 - $83.4 $9,168 - $11,008
132 Added 1.61%
8,343 $695,000
Q1 2025

Apr 22, 2025
BUY
$75.7 - $80.01 $289,174 - $305,638
3,820 Added 87.0%
8,211 $628,000
Q4 2024

Jan 14, 2025
BUY
$76.61 - $79.88 $336,394 - $350,753
4,391 New
4,391 $336,000

Others Institutions Holding AOA

# of Institutions
389
Shares Held
9.56M
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
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