West Wealth Group, LLC Ishares Tr Core Aggressive All Transaction History

West Wealth Group, LLC

$367 Million
Q2 2025

A detailed history of West Wealth Group, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, West Wealth Group, LLC holds 5,902 shares of AOA stock, worth $523,271. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,902

Previous 6,383 7.54%

Holding current value

$523,271

Previous $488,000 0.82%

% of portfolio

0.13%

Previous 0.15%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$69.46 - $83.4 $33,410 - $40,115	-481 Reduced 7.54%	5,902 $492,000
Q1 2025 May 05, 2025	BUY	$75.7 - $80.01 $151 - $160	2 Added 0.03%	6,383 $488,000
Q4 2024 Jan 22, 2025	BUY	$76.61 - $79.88 $36,696 - $38,262	479 Added 8.12%	6,381 $488,000
Q3 2024 Oct 23, 2024	SELL	$72.11 - $79.05 $17,955 - $19,683	-249 Reduced 4.05%	5,902 $465,000
Q2 2024 Aug 01, 2024	BUY	$70.02 - $75.08 $17,925 - $19,220	256 Added 4.34%	6,151 $459,000
Q1 2024 May 08, 2024	SELL	$67.75 - $73.5 $3,658 - $3,969	-54 Reduced 0.91%	5,895 $433,000
Q4 2023 Jan 18, 2024	BUY	$60.96 - $69.28 $3,230 - $3,671	53 Added 0.9%	5,949 $410,000
Q3 2023 Oct 06, 2023	BUY	$63.24 - $67.72 $23,904 - $25,598	378 Added 6.85%	5,896 $374,000
Q2 2023 Jul 26, 2023	SELL	$63.04 - $66.51 $3,845 - $4,057	-61 Reduced 1.09%	5,518 $366,000
Q1 2023 Apr 06, 2023	SELL	$59.87 - $64.81 $29,096 - $31,497	-486 Reduced 8.01%	5,579 $354,000
Q4 2022 Jan 23, 2023	BUY	$55.07 - $62.69 $6,388 - $7,272	116 Added 1.95%	6,065 $0
Q3 2022 Oct 21, 2022	BUY	$55.45 - $64.54 $13,363 - $15,554	241 Added 4.22%	5,949 $329,000
Q2 2022 Jul 27, 2022	BUY	$58.69 - $69.52 $22,654 - $26,834	386 Added 7.25%	5,708 $341,000
Q1 2022 May 05, 2022	SELL	$65.0 - $73.15 $451,945 - $508,611	-6,953 Reduced 56.64%	5,322 $366,000
Q4 2021 May 05, 2022	BUY	$69.49 - $73.61 $852,989 - $903,562	12,275 New	12,275 $893,000

Others Institutions Holding AOA

# of Institutions

389

Shares Held

9.56M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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West Wealth Group, LLC Ishares Tr Core Aggressive All Transaction History