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

Sightline Wealth Advisors, LLC

$207 Million
Q2 2025

A detailed history of Sightline Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 2,618 shares of AOA stock, worth $232,111. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,618

Holding current value

$232,111

% of portfolio

0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$69.46 - $83.4 $181,846 - $218,341	2,618 New	2,618 $218,000
Q2 2023 Jul 14, 2023	BUY	$63.04 - $66.51 $202,169 - $213,297	3,207 New	3,207 $212,000
Q2 2022 Jul 15, 2022	SELL	$58.69 - $69.52 $175,541 - $207,934	-2,991 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$65.0 - $73.15 $29,705 - $33,429	-457 Reduced 13.25%	2,991 $206,000
Q4 2021 Jan 26, 2022	SELL	$69.49 - $73.61 $93,255 - $98,784	-1,342 Reduced 28.02%	3,448 $252,000
Q3 2021 Oct 25, 2021	SELL	$69.28 - $72.77 $44,200 - $46,427	-638 Reduced 11.75%	4,790 $334,000
Q2 2021 Jul 22, 2021	BUY	$67.52 - $70.92 $6,954 - $7,304	103 Added 1.93%	5,428 $384,000
Q1 2021 May 10, 2021	BUY	$63.86 - $67.38 $11,175 - $11,791	175 Added 3.4%	5,325 $357,000
Q4 2020 Feb 02, 2021	BUY	$56.73 - $64.27 $292,159 - $330,990	5,150 New	5,150 $331,000

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