O Donnell Financial Services, LLC Ishares Tr Core Aggressive All Transaction History

O Donnell Financial Services, LLC

  • $220 Million
  • Q4 2024

A detailed history of O Donnell Financial Services, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 26,284 shares of AOA stock, worth $2.03 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
26,284
Previous 25,819 1.8%
Holding current value
$2.03 Million
Previous $2.04 Million 1.18%
% of portfolio
0.92%
Previous 0.96%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$76.61 - $79.88 $35,623 - $37,144
465 Added 1.8%
26,284 $2.01 Million
Q3 2024

Oct 22, 2024
BUY
$72.11 - $79.05 $57,039 - $62,528
791 Added 3.16%
25,819 $2.04 Million
Q2 2024

Jul 30, 2024
BUY
$70.02 - $75.08 $243,109 - $260,677
3,472 Added 16.11%
25,028 $1.87 Million
Q1 2024

Apr 22, 2024
BUY
$67.75 - $73.5 $31,503 - $34,177
465 Added 2.2%
21,556 $1.58 Million
Q4 2023

Feb 02, 2024
BUY
$60.96 - $69.28 $1.29 Million - $1.46 Million
21,091 New
21,091 $1.46 Million

Others Institutions Holding AOA

# of Institutions
371
Shares Held
10.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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