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

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Modera Wealth Management, LLC holds 3,988 shares of AOA stock, worth $302,011. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,988
Previous 3,852 3.53%
Holding current value
$302,011
Previous $288,000 9.03%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$72.11 - $79.05 $9,806 - $10,750
136 Added 3.53%
3,988 $314,000
Q2 2024

Jul 29, 2024
SELL
$70.02 - $75.08 $10,432 - $11,186
-149 Reduced 3.72%
3,852 $288,000
Q1 2024

May 14, 2024
SELL
$67.75 - $73.5 $135 - $147
-2 Reduced 0.05%
4,001 $293,000
Q4 2023

Feb 14, 2024
BUY
$60.96 - $69.28 $6,949 - $7,897
114 Added 2.93%
4,003 $276,000
Q3 2023

Nov 30, 2023
BUY
$63.24 - $67.72 $245,940 - $263,363
3,889 New
3,889 $246,000

Others Institutions Holding AOA

# of Institutions
337
Shares Held
8.19M
Call Options Held
0
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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