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

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

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 3,419 shares of AOA stock, worth $263,263. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,419
Previous 3,301 3.57%
Holding current value
$263,263
Previous $260,000 0.38%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
371
Shares Held
10.2M
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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