Wealth Forward, LLC Ishares Tr Core Aggressive All Transaction History

Wealth Forward, LLC

  • $142 Billion
  • Q4 2024

A detailed history of Wealth Forward, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Wealth Forward, LLC holds 27,695 shares of AOA stock, worth $2.19 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
27,695
Previous 25,680 7.85%
Holding current value
$2.19 Million
Previous $2.03 Billion 4.7%
% of portfolio
1.5%
Previous 1.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$76.61 - $79.88 $154,369 - $160,958
2,015 Added 7.85%
27,695 $2.12 Billion
Q3 2024

Oct 28, 2024
BUY
$72.11 - $79.05 $225,632 - $247,347
3,129 Added 13.88%
25,680 $2.03 Billion
Q2 2024

Jul 19, 2024
BUY
$70.02 - $75.08 $142,280 - $152,562
2,032 Added 9.9%
22,551 $1.69 Billion
Q1 2024

May 07, 2024
BUY
$67.75 - $73.5 $151,827 - $164,713
2,241 Added 12.26%
20,519 $1.51 Billion
Q4 2023

Feb 21, 2024
BUY
$60.96 - $69.28 $1.11 Million - $1.27 Million
18,278 New
18,278 $1.26 Billion

Others Institutions Holding AOA

# of Institutions
369
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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