A detailed history of Root Financial Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Root Financial Partners, LLC holds 4,239 shares of AOA stock, worth $333,439. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,239
Previous 4,708 9.96%
Holding current value
$333,439
Previous $372 Million 12.59%
% of portfolio
0.04%
Previous 0.06%

Shares

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

Jan 29, 2025

SELL
$76.61 - $79.88 $35,930 - $37,463
-469 Reduced 9.96%
4,239 $325 Million
Q3 2024

Oct 31, 2024

BUY
$72.11 - $79.05 $339,493 - $372,167
4,708 New
4,708 $372 Million

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.