Philip James Wealth Mangement, LLC Ishares Tr Core Aggressive All Transaction History

Philip James Wealth Mangement, LLC

  • $150 Billion
  • Q2 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 4,037 shares of AOA stock, worth $302,129. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,037
Previous 3,699 9.14%
Holding current value
$302,129
Previous $272 Million 11.11%
% of portfolio
0.2%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
BUY
$70.02 - $75.08 $23,666 - $25,377
338 Added 9.14%
4,037 $302 Million
Q1 2024

Apr 29, 2024
BUY
$67.75 - $73.5 $8,604 - $9,334
127 Added 3.56%
3,699 $272 Million
Q4 2023

Jan 29, 2024
BUY
$60.96 - $69.28 $217,749 - $247,468
3,572 New
3,572 $247 Million

Others Institutions Holding AOA

# of Institutions
324
Shares Held
7.85M
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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