Integrated Wealth Concepts LLC Ishares Tr Core Aggressive All Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,070 shares of AOA stock, worth $894,316. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,070

Previous 9,175 9.75%

Holding current value

$894,316

Previous $765,000 15.95%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$82.71 - $88.14 $74,025 - $78,885	895 Added 9.75%	10,070 $887,000
Q2 2025 Aug 14, 2025	BUY	$69.46 - $83.4 $6,390 - $7,672	92 Added 1.01%	9,175 $765,000
Q1 2025 May 15, 2025	SELL	$75.7 - $80.01 $65,707 - $69,448	-868 Reduced 8.72%	9,083 $694,000
Q4 2024 Feb 14, 2025	BUY	$76.61 - $79.88 $349,877 - $364,811	4,567 Added 84.83%	9,951 $762,000
Q3 2024 Nov 14, 2024	BUY	$72.11 - $79.05 $6,489 - $7,114	90 Added 1.7%	5,384 $424,000

Q2 2024 Aug 14, 2024	BUY	$70.02 - $75.08 $11,413 - $12,238	163 Added 3.18%	5,294 $395,000
Q1 2024 May 15, 2024	BUY	$67.75 - $73.5 $8,807 - $9,555	130 Added 2.6%	5,131 $376,000
Q4 2023 Feb 13, 2024	BUY	$60.96 - $69.28 $40,233 - $45,724	660 Added 15.2%	5,001 $345,000
Q3 2023 Nov 15, 2023	BUY	$63.24 - $67.72 $17,138 - $18,352	271 Added 6.66%	4,341 $275,000
Q2 2023 Aug 15, 2023	BUY	$63.04 - $66.51 $256,572 - $270,695	4,070 New	4,070 $270,000

Others Institutions Holding AOA

# of Institutions

414

Shares Held

9.31M

Call Options Held

4.9K

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Account

Integrated Wealth Concepts LLC Ishares Tr Core Aggressive All Transaction History