True Private Wealth Advisors Ishares Tr Core Aggressive All Transaction History

True Private Wealth Advisors

$788 Million
Q1 2025

A detailed history of True Private Wealth Advisors transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, True Private Wealth Advisors holds 13,496 shares of AOA stock, worth $1.14 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

13,496

Previous 15,952 15.4%

Holding current value

$1.14 Million

Previous $1.22 Million 15.55%

% of portfolio

0.13%

Previous 0.16%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$75.7 - $80.01 $185,919 - $196,504	-2,456 Reduced 15.4%	13,496 $1.03 Million
Q4 2024 Feb 13, 2025	SELL	$76.61 - $79.88 $17,160 - $17,893	-224 Reduced 1.38%	15,952 $1.22 Million
Q3 2024 Nov 14, 2024	BUY	$72.11 - $79.05 $35,261 - $38,655	489 Added 3.12%	16,176 $1.28 Million
Q2 2024 Jul 16, 2024	BUY	$70.02 - $75.08 $30,178 - $32,359	431 Added 2.83%	15,687 $1.17 Million
Q1 2024 Apr 25, 2024	SELL	$67.75 - $73.5 $3,048 - $3,307	-45 Reduced 0.29%	15,256 $1.12 Million
Q4 2023 Jan 30, 2024	BUY	$60.96 - $69.28 $247,558 - $281,346	4,061 Added 36.13%	15,301 $1.06 Million
Q3 2023 Nov 13, 2023	SELL	$63.24 - $67.72 $1.08 Million - $1.16 Million	-17,069 Reduced 60.3%	11,240 $713,000
Q2 2023 Aug 11, 2023	BUY	$63.04 - $66.51 $87,625 - $92,448	1,390 Added 5.16%	28,309 $1.88 Million
Q1 2023 May 11, 2023	SELL	$59.87 - $64.81 $95,432 - $103,307	-1,594 Reduced 5.59%	26,919 $1.71 Million
Q4 2022 Feb 14, 2023	BUY	$55.07 - $62.69 $1.24 Million - $1.41 Million	22,430 Added 368.73%	28,513 $1.7 Million
Q3 2022 Nov 04, 2022	BUY	$55.45 - $64.54 $42,363 - $49,308	764 Added 14.36%	6,083 $337,000
Q2 2022 Jul 28, 2022	SELL	$58.69 - $69.52 $399,678 - $473,431	-6,810 Reduced 56.15%	5,319 $318,000
Q1 2022 May 09, 2022	BUY	$65.0 - $73.15 $198,315 - $223,180	3,051 Added 33.61%	12,129 $796,000
Q4 2021 Feb 11, 2022	BUY	$69.49 - $73.61 $630,830 - $668,231	9,078 New	9,078 $661,000
Q1 2021 May 12, 2021	SELL	$63.86 - $67.38 $99,238 - $104,708	-1,554 Closed	0 $0
Q4 2020 Jan 11, 2021	SELL	$56.73 - $64.27 $60,474 - $68,511	-1,066 Reduced 40.69%	1,554 $99,000
Q3 2020 Oct 09, 2020	SELL	$55.0 - $60.45 $25,685 - $28,230	-467 Reduced 15.13%	2,620 $152,000
Q2 2020 Jul 07, 2020	SELL	$46.01 - $56.68 $53,739 - $66,202	-1,168 Reduced 27.45%	3,087 $169,000
Q1 2020 Apr 20, 2020	BUY	$42.55 - $59.41 $135,436 - $189,102	3,183 Added 296.92%	4,255 $201,000
Q4 2019 Jan 27, 2020	BUY	$53.52 - $58.4 $57,373 - $62,604	1,072 New	1,072 $62,000
Q3 2019 Oct 09, 2019	SELL	$52.61 - $55.45 $53,030 - $55,893	-1,008 Closed	0 $0
Q2 2019 Aug 01, 2019	BUY	$52.38 - $55.24 $52,799 - $55,681	1,008 New	1,008 $55,000
Q4 2018 Jan 14, 2019	SELL	$47.04 - $54.74 $18,486 - $21,512	-393 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	$52.65 - $55.0 $20,691 - $21,615	393 New	393 $0

Others Institutions Holding AOA

# of Institutions

384

Shares Held

9.51M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.

Account

True Private Wealth Advisors Ishares Tr Core Aggressive All Transaction History