New Edge Advisors, LLC Ishares Tr Core Aggressive All Transaction History

New Edge Advisors, LLC

$16 Billion
Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, New Edge Advisors, LLC holds 34,360 shares of AOA stock, worth $2.67 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

34,360

Previous 36,729 6.45%

Holding current value

$2.67 Million

Previous $2.9 Million 9.18%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$76.61 - $79.88 $181,489 - $189,235	-2,369 Reduced 6.45%	34,360 $2.63 Million
Q3 2024 Nov 14, 2024	SELL	$72.11 - $79.05 $225,776 - $247,505	-3,131 Reduced 7.85%	36,729 $2.9 Million
Q2 2024 Aug 15, 2024	SELL	$70.02 - $75.08 $40,681 - $43,621	-581 Reduced 1.44%	39,860 $2.98 Million
Q1 2024 May 14, 2024	BUY	$67.75 - $73.5 $76,151 - $82,614	1,124 Added 2.86%	40,441 $2.97 Million
Q4 2023 Feb 13, 2024	SELL	$60.96 - $69.28 $17,739 - $20,160	-291 Reduced 0.73%	39,317 $2.71 Million
Q3 2023 Nov 14, 2023	SELL	$63.24 - $67.72 $69,943 - $74,898	-1,106 Reduced 2.72%	39,608 $2.51 Million
Q2 2023 Aug 14, 2023	BUY	$63.04 - $66.51 $2.55 Million - $2.69 Million	40,374 Added 11874.71%	40,714 $2.7 Million
Q1 2023 May 12, 2023	BUY	$59.87 - $64.81 $538 - $583	9 Added 2.72%	340 $21,000
Q4 2022 Feb 14, 2023	BUY	$55.07 - $62.69 $18,228 - $20,750	331 New	331 $19,000

Others Institutions Holding AOA

# of Institutions

371

Shares Held

10.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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New Edge Advisors, LLC Ishares Tr Core Aggressive All Transaction History