Wealth Effects LLC Ishares Tr Core Aggressive All Transaction History

Wealth Effects LLC

$268 Million
Q3 2025

A detailed history of Wealth Effects LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Wealth Effects LLC holds 3,657 shares of AOA stock, worth $321,084. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,657

Holding current value

$321,084

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 27, 2025	BUY	$82.71 - $88.14 $302,470 - $322,327	3,657 New	3,657 $322,000

Others Institutions Holding AOA

# of Institutions

395

Shares Held

9.08M

Call Options Held

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.2M
Shares

$193 Million
1.52% of portfolio
Rockefeller Capital Management L.P. New York, NY

531K
Shares

$46.6 Million
0.1% of portfolio
Assetmark, Inc

268K
Shares

$23.5 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

172K
Shares

$15.1 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

161K
Shares

$14.1 Million
0.04% of portfolio

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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