Forte Asset Management LLC Ishares Tr Core Aggressive All Transaction History

Forte Asset Management LLC

$214 Million
Q4 2025

A detailed history of Forte Asset Management LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Forte Asset Management LLC holds 2,921 shares of AOA stock, worth $259,414. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,921

Previous 2,399 21.76%

Holding current value

$259,414

Previous $211,000 22.75%

% of portfolio

0.12%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$86.51 - $90.12 $45,158 - $47,042	522 Added 21.76%	2,921 $259,000
Q3 2025 Oct 30, 2025	BUY	$82.71 - $88.14 $198,421 - $211,447	2,399 New	2,399 $211,000
Q3 2023 Oct 16, 2023	BUY	$63.24 - $67.72 $48,062 - $51,467	760 Added 10.17%	8,233 $522,000
Q2 2023 Jul 17, 2023	BUY	$63.04 - $66.51 $3,152 - $3,325	50 Added 0.67%	7,473 $495,000
Q1 2023 Apr 21, 2023	BUY	$59.87 - $64.81 $2,993 - $3,240	50 Added 0.68%	7,423 $472,000

Q4 2022 Jan 17, 2023	BUY	$55.07 - $62.69 $4,130 - $4,701	75 Added 1.03%	7,373 $0
Q3 2022 Oct 24, 2022	BUY	$55.45 - $64.54 $3,659 - $4,259	66 Added 0.91%	7,298 $405,000
Q2 2022 Jul 22, 2022	BUY	$58.69 - $69.52 $424,446 - $502,768	7,232 New	7,232 $433,000

Others Institutions Holding AOA

# of Institutions

417

Shares Held

9.26M

Call Options Held

4.9K

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Forte Asset Management LLC Ishares Tr Core Aggressive All Transaction History