Mutual Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

A detailed history of Mutual Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Mutual Advisors, LLC holds 27,588 shares of AOA stock, worth $2.17 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

27,588

Previous 28,071 1.72%

Holding current value

$2.17 Million

Previous $2.1 Million 3.67%

% of portfolio

0.06%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$72.11 - $79.05 $34,829 - $38,181	-483 Reduced 1.72%	27,588 $2.18 Million
Q2 2024 Jul 30, 2024	BUY	$70.02 - $75.08 $95,227 - $102,108	1,360 Added 5.09%	28,071 $2.1 Million
Q1 2024 May 02, 2024	SELL	$67.75 - $73.5 $88,617 - $96,138	-1,308 Reduced 4.67%	26,711 $1.96 Million
Q4 2023 Jan 12, 2024	BUY	$60.96 - $69.28 $54,498 - $61,936	894 Added 3.3%	28,019 $1.93 Million
Q3 2023 Nov 13, 2023	BUY	$63.24 - $67.72 $519,326 - $556,116	8,212 Added 43.42%	27,125 $1.72 Million
Q2 2023 Jul 31, 2023	BUY	$63.04 - $66.51 $107,294 - $113,200	1,702 Added 9.89%	18,913 $1.25 Million
Q1 2023 Apr 11, 2023	BUY	$59.87 - $64.81 $166,438 - $180,171	2,780 Added 19.26%	17,211 $1.09 Million
Q4 2022 Jan 12, 2023	SELL	$55.07 - $62.69 $3,414 - $3,886	-62 Reduced 0.43%	14,431 $0
Q3 2022 Nov 03, 2022	BUY	$55.45 - $64.54 $25,063 - $29,172	452 Added 3.22%	14,493 $804,000
Q2 2022 Aug 15, 2022	SELL	$58.69 - $69.52 $62,035 - $73,482	-1,057 Reduced 7.0%	14,041 $841,000
Q1 2022 May 09, 2022	BUY	$65.0 - $73.15 $7,540 - $8,485	116 Added 0.77%	15,098 $1.04 Million
Q4 2021 Feb 14, 2022	BUY	$69.49 - $73.61 $207,010 - $219,284	2,979 Added 24.82%	14,982 $1.09 Million
Q3 2021 Nov 15, 2021	BUY	$69.28 - $72.77 $73,713 - $77,427	1,064 Added 9.73%	12,003 $838,000
Q2 2021 Aug 12, 2021	BUY	$67.52 - $70.92 $46,116 - $48,438	683 Added 6.66%	10,939 $773,000
Q1 2021 May 13, 2021	BUY	$63.86 - $67.38 $395,804 - $417,621	6,198 Added 152.74%	10,256 $686,000
Q4 2020 Feb 11, 2021	BUY	$56.73 - $64.27 $22,124 - $25,065	390 Added 10.63%	4,058 $260,000
Q3 2020 Nov 13, 2020	SELL	$55.0 - $60.45 $1,320 - $1,450	-24 Reduced 0.65%	3,668 $213,000
Q2 2020 Aug 05, 2020	BUY	$46.01 - $56.68 $169,868 - $209,262	3,692 New	3,692 $203,000
Q1 2020 May 13, 2020	SELL	$42.55 - $59.41 $163,604 - $228,431	-3,845 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$53.52 - $58.4 $205,784 - $224,548	3,845 New	3,845 $223,000

Others Institutions Holding AOA

# of Institutions

339

Shares Held

8.21M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Mutual Advisors, LLC Ishares Tr Core Aggressive All Transaction History