Moneta Group Investment Advisors LLC Ishares Tr Core Aggressive All Transaction History

Moneta Group Investment Advisors LLC

$12.3 Billion
Q3 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 7,325 shares of AOA stock, worth $650,533. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,325

Previous 3,010 143.36%

Holding current value

$650,533

Previous $251,000 156.97%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$82.71 - $88.14 $356,893 - $380,324	4,315 Added 143.36%	7,325 $645,000
Q2 2025 Aug 14, 2025	SELL	$69.46 - $83.4 $902 - $1,084	-13 Reduced 0.43%	3,010 $251,000
Q1 2025 May 15, 2025	BUY	$75.7 - $80.01 $228,841 - $241,870	3,023 New	3,023 $231,000
Q1 2019 May 15, 2019	SELL	$47.96 - $53.89 $198,554 - $223,104	-4,140 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	$47.04 - $54.74 $189,147 - $220,109	4,021 Added 3378.99%	4,140 $201,000

Q2 2018 Aug 15, 2018	SELL	$52.7 - $54.7 $60,394 - $62,686	-1,146 Reduced 90.59%	119 $6,000
Q2 2018 Aug 14, 2018	BUY	$52.7 - $54.7 $66,665 - $69,195	1,265 New	1,265 $68,000

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

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Moneta Group Investment Advisors LLC Ishares Tr Core Aggressive All Transaction History