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

Philip James Wealth Mangement, LLC

  • $822 Billion
  • Q1 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 3,297 shares of AOA stock, worth $266,232. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,297
Previous 4,196 21.43%
Holding current value
$266,232
Previous $321 Million 21.53%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
372
Shares Held
8.98M
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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