Steward Partners Investment Advisory, LLC Ishares Tr Core Aggressive All Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 10,094 shares of AOA stock, worth $805,400. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,094

Previous 8,526 18.39%

Holding current value

$805,400

Previous $672,000 15.03%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$76.61 - $79.88 $120,124 - $125,251	1,568 Added 18.39%	10,094 $773,000
Q3 2024 Nov 14, 2024	BUY	$72.11 - $79.05 $117,395 - $128,693	1,628 Added 23.6%	8,526 $672,000
Q2 2024 Aug 08, 2024	BUY	$70.02 - $75.08 $210 - $225	3 Added 0.04%	6,898 $515,000
Q4 2023 Feb 12, 2024	BUY	$60.96 - $69.28 $248,168 - $282,038	4,071 Added 144.16%	6,895 $476,000
Q3 2023 Nov 13, 2023	BUY	$63.24 - $67.72 $69,564 - $74,492	1,100 Added 63.81%	2,824 $179,000
Q1 2022 May 02, 2022	BUY	$65.0 - $73.15 $29,575 - $33,283	455 Added 35.86%	1,724 $119,000
Q2 2021 Aug 13, 2021	BUY	$67.52 - $70.92 $19,445 - $20,424	288 Added 29.36%	1,269 $90,000
Q2 2020 Aug 06, 2020	BUY	$46.01 - $56.68 $6,487 - $7,991	141 Added 16.79%	981 $54,000
Q1 2020 Apr 29, 2020	BUY	$42.55 - $59.41 $35,742 - $49,904	840 New	840 $39,000
Q4 2019 Jan 17, 2020	SELL	$53.52 - $58.4 $8,830 - $9,636	-165 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$52.61 - $55.45 $4,734 - $4,990	90 Added 120.0%	165 $9,000
Q2 2019 Jul 25, 2019	BUY	$52.38 - $55.24 $3,928 - $4,143	75 New	75 $4,000
Q2 2018 Jul 20, 2018	SELL	$52.7 - $54.7 $11,172 - $11,596	-212 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	$52.32 - $56.92 $11,091 - $12,067	212 New	212 $11,000

Others Institutions Holding AOA

# of Institutions

369

Shares Held

9.97M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Steward Partners Investment Advisory, LLC Ishares Tr Core Aggressive All Transaction History