Root Financial Partners, LLC Ishares Tr Core Aggressive All Transaction History

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Root Financial Partners, LLC holds 5,572 shares of AOA stock, worth $486,157. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,572
Previous 4,272 30.43%
Holding current value
$486,157
Previous $327 Million 42.2%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$69.46 - $83.4 $90,297 - $108,420
1,300 Added 30.43%
5,572 $465 Million
Q1 2025

Apr 24, 2025
BUY
$75.7 - $80.01 $2,498 - $2,640
33 Added 0.78%
4,272 $327 Million
Q4 2024

Jan 29, 2025
SELL
$76.61 - $79.88 $35,930 - $37,463
-469 Reduced 9.96%
4,239 $325 Million
Q3 2024

Oct 31, 2024
BUY
$72.11 - $79.05 $339,493 - $372,167
4,708 New
4,708 $372 Million

Others Institutions Holding AOA

# of Institutions
388
Shares Held
9.53M
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
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More about AOA
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