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

Philip James Wealth Mangement, LLC

$784 Billion
Q2 2025

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 3,252 shares of AOA stock, worth $284,875. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,252

Previous 3,297 1.36%

Holding current value

$284,875

Previous $252 Million 7.52%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$69.46 - $83.4 $3,125 - $3,753	-45 Reduced 1.36%	3,252 $271 Million
Q1 2025 Apr 24, 2025	SELL	$75.7 - $80.01 $68,054 - $71,928	-899 Reduced 21.43%	3,297 $252 Million
Q4 2024 Jan 31, 2025	BUY	$76.61 - $79.88 $5,209 - $5,431	68 Added 1.65%	4,196 $321 Million
Q3 2024 Oct 31, 2024	BUY	$72.11 - $79.05 $6,562 - $7,193	91 Added 2.25%	4,128 $326 Million
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

389

Shares Held

9.58M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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