Philip James Wealth Mangement, LLC Ishares Tr Core Aggressive All Transaction History

Philip James Wealth Mangement, LLC

$774 Billion
Q4 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 4,196 shares of AOA stock, worth $334,169. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,196

Previous 4,128 1.65%

Holding current value

$334,169

Previous $326 Million 1.33%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$76.61 - $79.88 $5,209 - $5,431	68 Added 1.65%	4,196 $321 Million
Q3 2024 Oct 31, 2024	BUY	$72.11 - $79.05 $6,562 - $7,193	91 Added 2.25%	4,128 $326 Million
Q2 2024 Jul 23, 2024	BUY	$70.02 - $75.08 $23,666 - $25,377	338 Added 9.14%	4,037 $302 Million
Q1 2024 Apr 29, 2024	BUY	$67.75 - $73.5 $8,604 - $9,334	127 Added 3.56%	3,699 $272 Million
Q4 2023 Jan 29, 2024	BUY	$60.96 - $69.28 $217,749 - $247,468	3,572 New	3,572 $247 Million

Others Institutions Holding AOA

# of Institutions

369

Shares Held

9.97M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Philip James Wealth Mangement, LLC Ishares Tr Core Aggressive All Transaction History