Morton Brown Family Wealth, LLC Ishares Tr Core Aggressive All Transaction History

Morton Brown Family Wealth, LLC

  • $348 Million
  • Q3 2025

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 191 shares of AOA stock, worth $16,962. This represents 0.0% of its overall portfolio holdings.

Number of Shares
191
Previous 191 -0.0%
Holding current value
$16,962
Previous $15,000 6.67%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$69.46 - $83.4 $6,251 - $7,506
-90 Reduced 32.03%
191 $15,000
Q4 2024

Jan 31, 2025
BUY
$76.61 - $79.88 $3,217 - $3,354
42 Added 17.57%
281 $21,000
Q3 2024

Oct 24, 2024
BUY
$72.11 - $79.05 $3,605 - $3,952
50 Added 26.46%
239 $18,000
Q2 2024

Jul 30, 2024
BUY
$70.02 - $75.08 $1,260 - $1,351
18 Added 10.53%
189 $14,000
Q1 2024

Apr 23, 2024
BUY
$67.75 - $73.5 $1,422 - $1,543
21 Added 14.0%
171 $12,000
Q4 2023

Jan 26, 2024
BUY
$60.96 - $69.28 $7,315 - $8,313
120 Added 400.0%
150 $10,000
Q4 2021

Feb 11, 2022
BUY
$69.49 - $73.61 $2,084 - $2,208
30 New
30 $2,000

Others Institutions Holding AOA

# of Institutions
415
Shares Held
9.31M
Call Options Held
4.9K
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
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More about AOA
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