Steel Peak Wealth Management LLC Ishares Tr Core Aggressive All Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 38,553 shares of AOA stock, worth $3.02 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

38,553

Previous 37,797 2.0%

Holding current value

$3.02 Million

Previous $2.83 Million 7.64%

% of portfolio

0.14%

Previous 0.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$72.11 - $79.05 $54,515 - $59,761	756 Added 2.0%	38,553 $3.04 Million
Q2 2024 Jul 16, 2024	BUY	$70.02 - $75.08 $37,390 - $40,092	534 Added 1.43%	37,797 $2.83 Million
Q1 2024 Apr 17, 2024	BUY	$67.75 - $73.5 $50,135 - $54,390	740 Added 2.03%	37,263 $2.74 Million
Q4 2023 Jan 23, 2024	BUY	$60.96 - $69.28 $89,184 - $101,356	1,463 Added 4.17%	36,523 $2.52 Million
Q3 2023 Nov 02, 2023	BUY	$63.24 - $67.72 $45,406 - $48,622	718 Added 2.09%	35,060 $2.23 Million
Q2 2023 Aug 02, 2023	BUY	$63.04 - $66.51 $209,860 - $221,411	3,329 Added 10.73%	34,342 $2.28 Million
Q1 2023 May 05, 2023	BUY	$59.87 - $64.81 $36,580 - $39,598	611 Added 2.01%	31,013 $1.97 Million
Q4 2022 Jan 25, 2023	SELL	$55.07 - $62.69 $26,488 - $30,153	-481 Reduced 1.56%	30,402 $0
Q3 2022 Oct 26, 2022	BUY	$55.45 - $64.54 $13,308 - $15,489	240 Added 0.78%	30,883 $1.71 Million
Q2 2022 Aug 02, 2022	SELL	$58.69 - $69.52 $19,015 - $22,524	-324 Reduced 1.05%	30,643 $1.84 Million
Q1 2022 May 10, 2022	BUY	$65.0 - $73.15 $11,830 - $13,313	182 Added 0.59%	30,967 $2.14 Million
Q4 2021 Jan 31, 2022	SELL	$69.49 - $73.61 $108,890 - $115,346	-1,567 Reduced 4.84%	30,785 $2.24 Million
Q3 2021 Nov 15, 2021	SELL	$69.28 - $72.77 $87,777 - $92,199	-1,267 Reduced 3.77%	32,352 $2.26 Million
Q2 2021 Aug 13, 2021	SELL	$67.52 - $70.92 $248,541 - $261,056	-3,681 Reduced 9.87%	33,619 $2.38 Million
Q1 2021 May 18, 2021	SELL	$63.86 - $67.38 $120,759 - $127,415	-1,891 Reduced 4.83%	37,300 $2.5 Million
Q4 2020 Feb 04, 2021	SELL	$56.73 - $64.27 $94,852 - $107,459	-1,672 Reduced 4.09%	39,191 $2.52 Million
Q3 2020 Oct 26, 2020	BUY	$55.0 - $60.45 $75,020 - $82,453	1,364 Added 3.45%	40,863 $2.37 Million
Q2 2020 Jul 21, 2020	BUY	$46.01 - $56.68 $1.82 Million - $2.24 Million	39,499 New	39,499 $2.17 Million

Others Institutions Holding AOA

# of Institutions

340

Shares Held

8.21M

Call Options Held

Put Options Held

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Steel Peak Wealth Management LLC Ishares Tr Core Aggressive All Transaction History