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

West Wealth Group, LLC

  • $332 Million
  • Q4 2024

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 6,381 shares of AOA stock, worth $486,806. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,381
Previous 5,902 8.12%
Holding current value
$486,806
Previous $465,000 4.95%
% of portfolio
0.15%
Previous 0.15%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
370
Shares Held
10M
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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