Unique Wealth, LLC Ishares Tr Core Aggressive All Transaction History

Unique Wealth, LLC

$480 Billion
Q4 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Unique Wealth, LLC holds 76,529 shares of AOA stock, worth $5.94 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

76,529

Previous 79,161 3.32%

Holding current value

$5.94 Million

Previous $6.25 Billion 6.14%

% of portfolio

1.22%

Previous 1.43%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$76.61 - $79.88 $201,637 - $210,244	-2,632 Reduced 3.32%	76,529 $5.86 Billion
Q3 2024 Oct 03, 2024	SELL	$72.11 - $79.05 $72 - $79	-1 Reduced -0.0%	79,161 $6.25 Billion
Q2 2024 Jul 18, 2024	BUY	$70.02 - $75.08 $599,371 - $642,684	8,560 Added 12.12%	79,162 $5.92 Billion
Q1 2024 Apr 11, 2024	BUY	$67.75 - $73.5 $228,656 - $248,062	3,375 Added 5.02%	70,602 $5.19 Billion
Q4 2023 Jan 11, 2024	BUY	$60.96 - $69.28 $48,219 - $54,800	791 Added 1.19%	67,227 $4.64 Billion
Q3 2023 Oct 10, 2023	SELL	$63.24 - $67.72 $114,021 - $122,099	-1,803 Reduced 2.64%	66,436 $4.22 Billion
Q2 2023 Jul 21, 2023	BUY	$63.04 - $66.51 $105,528 - $111,337	1,674 Added 2.51%	68,239 $4.53 Billion
Q1 2023 Apr 20, 2023	BUY	$59.87 - $64.81 $191,823 - $207,651	3,204 Added 5.06%	66,565 $4.23 Billion
Q4 2022 Jan 25, 2023	BUY	$55.07 - $62.69 $3.49 Million - $3.97 Million	63,361 New	63,361 $3.79 Billion

Others Institutions Holding AOA

# of Institutions

343

Shares Held

8.29M

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 Unique Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unique Wealth, LLC with notifications on news.

Account

Unique Wealth, LLC Ishares Tr Core Aggressive All Transaction History