Hb Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Hb Wealth Management, LLC holds 6,293 shares of AOA stock, worth $558,881. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,293

Previous 3,908 61.03%

Holding current value

$558,881

Previous $325,000 70.46%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$82.71 - $88.14 $197,263 - $210,213	2,385 Added 61.03%	6,293 $554,000
Q2 2025 Jul 17, 2025	BUY	$69.46 - $83.4 $2,570 - $3,085	37 Added 0.96%	3,908 $325,000
Q1 2025 May 07, 2025	BUY	$75.7 - $80.01 $14,761 - $15,601	195 Added 5.3%	3,871 $296,000
Q4 2024 Jan 15, 2025	SELL	$76.61 - $79.88 $29,877 - $31,153	-390 Reduced 9.59%	3,676 $281,000
Q3 2024 Oct 15, 2024	BUY	$72.11 - $79.05 $54,803 - $60,078	760 Added 22.99%	4,066 $320,000

Q2 2024 Jul 26, 2024	BUY	$70.02 - $75.08 $18,275 - $19,595	261 Added 8.57%	3,306 $247,000
Q1 2024 Apr 30, 2024	BUY	$67.75 - $73.5 $8,739 - $9,481	129 Added 4.42%	3,045 $223,000
Q4 2023 Jan 16, 2024	BUY	$60.96 - $69.28 $177,759 - $202,020	2,916 New	2,916 $201,000

Others Institutions Holding AOA

# of Institutions

413

Shares Held

9.3M

Call Options Held

4.9K

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Hb Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History