Aquire Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Aquire Wealth Advisors, LLC

$323 Million
Q4 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 5,564 shares of AOA stock, worth $440,112. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,564

Previous 5,297 5.04%

Holding current value

$440,112

Previous $417,000 2.16%

% of portfolio

0.13%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$76.61 - $79.88 $20,454 - $21,327	267 Added 5.04%	5,564 $426,000
Q3 2024 Nov 04, 2024	BUY	$72.11 - $79.05 $15,070 - $16,521	209 Added 4.11%	5,297 $417,000
Q2 2024 Aug 14, 2024	BUY	$70.02 - $75.08 $19,185 - $20,571	274 Added 5.69%	5,088 $380,000
Q1 2024 May 13, 2024	BUY	$67.75 - $73.5 $16,666 - $18,081	246 Added 5.39%	4,814 $353,000
Q4 2023 Jan 11, 2024	BUY	$60.96 - $69.28 $29,443 - $33,462	483 Added 11.82%	4,568 $315,000
Q3 2023 Oct 30, 2023	BUY	$63.24 - $67.72 $2,719 - $2,911	43 Added 1.06%	4,085 $259,000
Q2 2023 Aug 03, 2023	BUY	$63.04 - $66.51 $29,944 - $31,592	475 Added 13.32%	4,042 $268,000
Q1 2023 May 01, 2023	BUY	$59.87 - $64.81 $10,417 - $11,276	174 Added 5.13%	3,567 $226,000
Q4 2022 Jan 20, 2023	BUY	$55.07 - $62.69 $186,852 - $212,707	3,393 New	3,393 $0
Q1 2022 Apr 28, 2022	SELL	$65.0 - $73.15 $180,505 - $203,137	-2,777 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$69.49 - $73.61 $192,973 - $204,414	2,777 New	2,777 $202,000

Others Institutions Holding AOA

# of Institutions

369

Shares Held

10.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Aquire Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History