Atlas Private Wealth Advisors Ishares Tr Core Aggressive All Transaction History

Atlas Private Wealth Advisors

$688 Million
Q4 2024

A detailed history of Atlas Private Wealth Advisors transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 4,857 shares of AOA stock, worth $381,905. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,857

Previous 4,322 12.38%

Holding current value

$381,905

Previous $341,000 9.09%

% of portfolio

0.05%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$76.61 - $79.88 $40,986 - $42,735	535 Added 12.38%	4,857 $372,000
Q3 2024 Oct 08, 2024	BUY	$72.11 - $79.05 $32,377 - $35,493	449 Added 11.59%	4,322 $341,000
Q2 2024 Jul 12, 2024	BUY	$70.02 - $75.08 $271,187 - $290,784	3,873 New	3,873 $289,000
Q3 2023 Oct 10, 2023	SELL	$63.24 - $67.72 $20,553 - $22,009	-325 Reduced 8.48%	3,508 $222,000
Q2 2023 Aug 04, 2023	BUY	$63.04 - $66.51 $241,632 - $254,932	3,833 New	3,833 $254,000
Q4 2022 Feb 14, 2023	BUY	$55.07 - $62.69 $1.51 Million - $1.72 Million	27,377 New	27,377 $1.64 Million
Q4 2021 Apr 21, 2022	SELL	$69.49 - $73.61 $161,008 - $170,554	-2,317 Closed	0 $0
Q3 2021 Oct 26, 2021	SELL	$69.28 - $72.77 $20,091 - $21,103	-290 Reduced 11.12%	2,317 $162,000
Q2 2021 Aug 02, 2021	BUY	$67.52 - $70.92 $34,907 - $36,665	517 Added 24.74%	2,607 $184,000
Q1 2021 Apr 28, 2021	BUY	$63.86 - $67.38 $8,365 - $8,826	131 Added 6.69%	2,090 $140,000
Q4 2020 Jan 29, 2021	BUY	$56.73 - $64.27 $283 - $321	5 Added 0.26%	1,959 $126,000
Q3 2020 Oct 27, 2020	BUY	$55.0 - $60.45 $5,555 - $6,105	101 Added 5.45%	1,954 $113,000
Q2 2020 Aug 14, 2020	BUY	$46.01 - $56.68 $85,256 - $105,028	1,853 New	1,853 $102,000

Others Institutions Holding AOA

# of Institutions

346

Shares Held

8.51M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Atlas Private Wealth Advisors Ishares Tr Core Aggressive All Transaction History