Sax Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,069 shares of AOA stock, worth $360,350. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,069

Previous 3,659 11.21%

Holding current value

$360,350

Previous $279,000 21.51%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$69.46 - $83.4 $28,478 - $34,194	410 Added 11.21%	4,069 $339,000
Q1 2025 May 14, 2025	BUY	$75.7 - $80.01 $18,168 - $19,202	240 Added 7.02%	3,659 $279,000
Q4 2024 Jan 15, 2025	BUY	$76.61 - $79.88 $9,039 - $9,425	118 Added 3.57%	3,419 $261,000
Q3 2024 Oct 17, 2024	SELL	$72.11 - $79.05 $18,388 - $20,157	-255 Reduced 7.17%	3,301 $260,000
Q2 2024 Jul 12, 2024	SELL	$70.02 - $75.08 $32,559 - $34,912	-465 Reduced 11.56%	3,556 $265,000
Q1 2024 May 13, 2024	BUY	$67.75 - $73.5 $11,111 - $12,054	164 Added 4.25%	4,021 $295,000
Q3 2023 Nov 07, 2023	BUY	$63.24 - $67.72 $8,157 - $8,735	129 Added 3.46%	3,857 $244,000
Q2 2023 Aug 10, 2023	BUY	$63.04 - $66.51 $5,988 - $6,318	95 Added 2.61%	3,728 $247,000
Q1 2023 May 05, 2023	BUY	$59.87 - $64.81 $10,477 - $11,341	175 Added 5.06%	3,633 $231,000
Q4 2022 Feb 06, 2023	BUY	$55.07 - $62.69 $190,432 - $216,782	3,458 New	3,458 $206,000
Q2 2022 Aug 11, 2022	BUY	$58.69 - $69.52 $42,256 - $50,054	720 Added 17.91%	4,739 $284,000
Q1 2022 Apr 20, 2022	BUY	$65.0 - $73.15 $261,235 - $293,989	4,019 New	4,019 $277,000

Others Institutions Holding AOA

# of Institutions

388

Shares Held

9.53M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History