Adviser Investments LLC Ishares Tr Core Aggressive All Transaction History

Adviser Investments LLC

$8.03 Billion
Q4 2024

A detailed history of Adviser Investments LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Adviser Investments LLC holds 25,920 shares of AOA stock, worth $1.92 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

25,920

Previous 24,922 4.0%

Holding current value

$1.92 Million

Previous $1.97 Million 0.97%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$76.61 - $79.88 $76,456 - $79,720	998 Added 4.0%	25,920 $1.99 Million
Q3 2024 Nov 08, 2024	SELL	$72.11 - $79.05 $76,797 - $84,188	-1,065 Reduced 4.1%	24,922 $1.97 Million
Q2 2024 Aug 12, 2024	SELL	$70.02 - $75.08 $8,542 - $9,159	-122 Reduced 0.47%	25,987 $1.94 Million
Q1 2024 Apr 29, 2024	SELL	$67.75 - $73.5 $122,424 - $132,814	-1,807 Reduced 6.47%	26,109 $1.92 Million
Q4 2023 Feb 01, 2024	BUY	$60.96 - $69.28 $1.39 Million - $1.58 Million	22,876 Added 453.89%	27,916 $1.93 Million
Q3 2023 Oct 11, 2023	BUY	$63.24 - $67.72 $75,571 - $80,925	1,195 Added 31.08%	5,040 $319,000
Q2 2023 Aug 04, 2023	BUY	$63.04 - $66.51 $32,843 - $34,651	521 Added 15.67%	3,845 $255,000
Q1 2023 Apr 25, 2023	BUY	$59.87 - $64.81 $199,007 - $215,428	3,324 New	3,324 $211,000
Q3 2018 Nov 14, 2018	SELL	$52.65 - $55.0 $36,117 - $37,730	-686 Closed	0 $0
Q2 2018 Aug 02, 2018	BUY	$52.7 - $54.7 $36,152 - $37,524	686 New	686 $37,000

Others Institutions Holding AOA

# of Institutions

368

Shares Held

10M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Adviser Investments LLC with notifications on news.

Account

Adviser Investments LLC Ishares Tr Core Aggressive All Transaction History