Ever Source Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,762 shares of AOA stock, worth $866,963. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,762
Previous 9,689 0.75%
Holding current value
$866,963
Previous $808,000 6.44%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$82.71 - $88.14 $6,037 - $6,434
73 Added 0.75%
9,762 $860,000
Q2 2025

Aug 13, 2025
BUY
$69.46 - $83.4 $2,083 - $2,502
30 Added 0.31%
9,689 $808,000
Q1 2025

May 13, 2025
BUY
$75.7 - $80.01 $731,186 - $772,816
9,659 New
9,659 $738,000

Others Institutions Holding AOA

# of Institutions
413
Shares Held
9.29M
Call Options Held
4.9K
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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