Ritholtz Wealth Management Ishares Tr Core Aggressive All Transaction History

Ritholtz Wealth Management

$2.87 Billion
Q1 2024

A detailed history of Ritholtz Wealth Management transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Ritholtz Wealth Management holds 47,497 shares of AOA stock, worth $3.58 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

47,497

Previous 49,194 3.45%

Holding current value

$3.58 Million

Previous $3.4 Million 2.74%

% of portfolio

0.12%

Previous 0.13%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$67.75 - $73.5 $114,971 - $124,729	-1,697 Reduced 3.45%	47,497 $3.49 Million
Q4 2023 Jan 18, 2024	BUY	$60.96 - $69.28 $78,333 - $89,024	1,285 Added 2.68%	49,194 $3.4 Million
Q3 2023 Oct 13, 2023	BUY	$63.24 - $67.72 $154,368 - $165,304	2,441 Added 5.37%	47,909 $3.04 Million
Q2 2023 Jul 14, 2023	BUY	$63.04 - $66.51 $58,122 - $61,322	922 Added 2.07%	45,468 $3.02 Million
Q1 2023 Apr 19, 2023	BUY	$59.87 - $64.81 $89,685 - $97,085	1,498 Added 3.48%	44,546 $2.83 Million

Q4 2022 Jan 18, 2023	BUY	$57.35 - $62.69 $94,627 - $103,438	1,650 Added 3.99%	43,048 $0
Q3 2022 Oct 18, 2022	SELL	$56.66 - $64.54 $6,969 - $7,938	-123 Reduced 0.3%	41,398 $2.3 Million
Q2 2022 Jul 15, 2022	SELL	$58.69 - $69.52 $28,053 - $33,230	-478 Reduced 1.14%	41,521 $2.49 Million
Q1 2022 Apr 14, 2022	BUY	$65.0 - $73.15 $72,410 - $81,489	1,114 Added 2.72%	41,999 $2.9 Million
Q4 2021 Jan 18, 2022	BUY	$69.49 - $73.61 $87,140 - $92,306	1,254 Added 3.16%	40,885 $2.98 Million
Q3 2021 Oct 14, 2021	BUY	$69.28 - $72.77 $86,600 - $90,962	1,250 Added 3.26%	39,631 $2.77 Million
Q2 2021 Jul 20, 2021	BUY	$67.52 - $70.92 $234,902 - $246,730	3,479 Added 9.97%	38,381 $2.71 Million
Q1 2021 May 12, 2021	BUY	$63.86 - $67.38 $124,846 - $131,727	1,955 Added 5.93%	34,902 $2.34 Million
Q4 2020 Jan 19, 2021	BUY	$56.73 - $64.27 $9,927 - $11,247	175 Added 0.53%	32,947 $2.12 Million
Q3 2020 Oct 23, 2020	BUY	$55.0 - $60.45 $54,065 - $59,422	983 Added 3.09%	32,772 $1.9 Million
Q2 2020 Jul 15, 2020	BUY	$46.01 - $56.68 $23,925 - $29,473	520 Added 1.66%	31,789 $1.75 Million
Q1 2020 Apr 09, 2020	BUY	$42.55 - $59.41 $96,248 - $134,385	2,262 Added 7.8%	31,269 $1.48 Million
Q4 2019 Jan 17, 2020	BUY	$53.52 - $58.4 $254,701 - $277,925	4,759 Added 19.63%	29,007 $1.68 Million
Q3 2019 Oct 17, 2019	BUY	$52.61 - $55.45 $315,396 - $332,422	5,995 Added 32.84%	24,248 $1.33 Million
Q2 2019 Jul 15, 2019	BUY	$52.38 - $55.24 $247,757 - $261,285	4,730 Added 34.98%	18,253 $1.01 Million
Q1 2019 Apr 12, 2019	SELL	$47.96 - $53.89 $59,470 - $66,823	-1,240 Reduced 8.4%	13,523 $724,000
Q4 2018 Jan 18, 2019	BUY	$47.04 - $54.74 $315,073 - $366,648	6,698 Added 83.05%	14,763 $717,000
Q3 2018 Oct 12, 2018	BUY	$52.65 - $55.0 $50,596 - $52,855	961 Added 13.53%	8,065 $441,000
Q2 2018 Jul 12, 2018	BUY	$52.7 - $54.7 $127,217 - $132,045	2,414 Added 51.47%	7,104 $379,000
Q1 2018 Apr 17, 2018	BUY	$52.32 - $56.92 $245,380 - $266,954	4,690 New	4,690 $251,000

Others Institutions Holding AOA

# of Institutions

319

Shares Held

8.06M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Ritholtz Wealth Management Ishares Tr Core Aggressive All Transaction History