Sugarloaf Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 6,279 shares of AOA stock, worth $551,296. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,279

Previous 6,222 0.92%

Holding current value

$551,296

Previous $490,000 1.84%

% of portfolio

0.1%

Previous 0.1%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$76.61 - $79.88 $4,366 - $4,553	57 Added 0.92%	6,279 $481,000
Q3 2024 Oct 08, 2024	SELL	$72.11 - $79.05 $5,985 - $6,561	-83 Reduced 1.32%	6,222 $490,000
Q2 2024 Jul 08, 2024	BUY	$70.02 - $75.08 $840 - $900	12 Added 0.19%	6,305 $471,000
Q4 2023 Jan 10, 2024	BUY	$60.96 - $69.28 $3,291 - $3,741	54 Added 0.87%	6,293 $434,000
Q3 2023 Nov 13, 2023	BUY	$63.24 - $67.72 $11,067 - $11,851	175 Added 2.89%	6,239 $396,000
Q2 2023 Jul 13, 2023	SELL	$63.04 - $66.51 $1,134 - $1,197	-18 Reduced 0.3%	6,064 $402,000
Q4 2022 Feb 03, 2023	SELL	$55.07 - $62.69 $47,084 - $53,599	-855 Reduced 12.33%	6,082 $363,000
Q3 2022 Oct 11, 2022	BUY	$55.45 - $64.54 $22,679 - $26,396	409 Added 6.27%	6,937 $385,000
Q2 2022 Jul 12, 2022	BUY	$58.69 - $69.52 $29,286 - $34,690	499 Added 8.28%	6,528 $391,000
Q1 2022 Apr 25, 2022	BUY	$65.0 - $73.15 $6,435 - $7,241	99 Added 1.67%	6,029 $416,000
Q4 2021 Jan 20, 2022	BUY	$69.49 - $73.61 $5,489 - $5,815	79 Added 1.35%	5,930 $432,000
Q3 2021 Oct 20, 2021	SELL	$69.28 - $72.77 $415 - $436	-6 Reduced 0.1%	5,851 $408,000
Q2 2021 Jul 20, 2021	BUY	$67.52 - $70.92 $394,451 - $414,314	5,842 Added 38946.67%	5,857 $414,000
Q1 2021 Apr 19, 2021	SELL	$63.86 - $67.38 $379,392 - $400,304	-5,941 Reduced 99.75%	15 $391,000
Q4 2020 Feb 03, 2021	BUY	$56.73 - $64.27 $3,120 - $3,534	55 Added 0.93%	5,956 $382,000
Q3 2020 Nov 03, 2020	SELL	$55.0 - $60.45 $4,070 - $4,473	-74 Reduced 1.24%	5,901 $344,000
Q2 2020 Jul 21, 2020	BUY	$46.01 - $56.68 $19,462 - $23,975	423 Added 7.62%	5,975 $322,000
Q1 2020 Apr 15, 2020	BUY	$42.55 - $59.41 $14,254 - $19,902	335 Added 6.42%	5,552 $264,000
Q4 2019 Jan 29, 2020	BUY	$53.52 - $58.4 $279,213 - $304,672	5,217 New	5,217 $303,000

Others Institutions Holding AOA

# of Institutions

397

Shares Held

9.12M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Sugarloaf Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History