Worth Financial Advisory Group, LLC Ishares Tr Core Aggressive All Transaction History

Worth Financial Advisory Group, LLC

$170 Billion
Q3 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 15,069 shares of AOA stock, worth $1.17 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

15,069

Previous 15,219 0.99%

Holding current value

$1.17 Million

Previous $1.14 Billion 4.48%

% of portfolio

0.7%

Previous 0.75%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$72.11 - $79.05 $10,816 - $11,857	-150 Reduced 0.99%	15,069 $1.19 Billion
Q2 2024 Jul 26, 2024	BUY	$70.02 - $75.08 $51,114 - $54,808	730 Added 5.04%	15,219 $1.14 Billion
Q1 2024 Apr 30, 2024	SELL	$67.75 - $73.5 $30,555 - $33,148	-451 Reduced 3.02%	14,489 $1.06 Billion
Q4 2023 Jan 19, 2024	BUY	$60.96 - $69.28 $2,621 - $2,979	43 Added 0.29%	14,940 $1.03 Billion
Q3 2023 Oct 13, 2023	BUY	$63.24 - $67.72 $167,902 - $179,796	2,655 Added 21.69%	14,897 $946 Million
Q2 2023 Jul 28, 2023	BUY	$63.04 - $66.51 $31,078 - $32,789	493 Added 4.2%	12,242 $812 Million
Q1 2023 Apr 19, 2023	BUY	$59.87 - $64.81 $18,140 - $19,637	303 Added 2.65%	11,749 $747 Million
Q4 2022 Feb 13, 2023	BUY	$55.07 - $62.69 $630,331 - $717,549	11,446 New	11,446 $684 Million

Others Institutions Holding AOA

# of Institutions

340

Shares Held

8.21M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Worth Financial Advisory Group, LLC Ishares Tr Core Aggressive All Transaction History