True Private Wealth Advisors Ishares Tr Core Aggressive All Transaction History

True Private Wealth Advisors

$799 Million
Q3 2024

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 16,176 shares of AOA stock, worth $1.26 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

16,176

Previous 15,687 3.12%

Holding current value

$1.26 Million

Previous $1.17 Million 8.78%

% of portfolio

0.16%

Previous 0.14%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

343

Shares Held

8.29M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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True Private Wealth Advisors Ishares Tr Core Aggressive All Transaction History