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

Northwest Wealth Management, LLC

  • $596 Million
  • Q3 2025

A detailed history of Northwest Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 59,615 shares of AOA stock, worth $5.29 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
59,615
Previous 60,962 2.21%
Holding current value
$5.29 Million
Previous $5.08 Million 3.34%
% of portfolio
0.88%
Previous 0.93%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$82.71 - $88.14 $111,410 - $118,724
-1,347 Reduced 2.21%
59,615 $5.25 Million
Q2 2025

Jul 17, 2025
SELL
$69.46 - $83.4 $11,738 - $14,094
-169 Reduced 0.28%
60,962 $5.08 Million
Q1 2025

Apr 25, 2025
BUY
$75.7 - $80.01 $147,085 - $155,459
1,943 Added 3.28%
61,131 $4.68 Million
Q4 2024

Feb 10, 2025
BUY
$76.61 - $79.88 $128,398 - $133,878
1,676 Added 2.91%
59,188 $4.53 Million
Q3 2024

Nov 04, 2024
SELL
$72.11 - $79.05 $840,586 - $921,485
-11,657 Reduced 16.85%
57,512 $4.54 Million
Q2 2024

Aug 05, 2024
SELL
$70.02 - $75.08 $772,600 - $828,432
-11,034 Reduced 13.76%
69,169 $5.17 Million
Q1 2024

May 13, 2024
BUY
$67.75 - $73.5 $71,611 - $77,689
1,057 Added 1.34%
80,203 $5.89 Million
Q4 2023

Feb 14, 2024
BUY
$60.96 - $69.28 $112,288 - $127,613
1,842 Added 2.38%
79,146 $5.47 Million
Q3 2023

Nov 01, 2023
SELL
$63.24 - $67.72 $29,343 - $31,422
-464 Reduced 0.6%
77,304 $4.91 Million
Q2 2023

Aug 07, 2023
SELL
$63.04 - $66.51 $131,942 - $139,205
-2,093 Reduced 2.62%
77,768 $5.16 Million
Q1 2023

May 10, 2023
SELL
$59.87 - $64.81 $298,511 - $323,142
-4,986 Reduced 5.88%
79,861 $5.08 Million
Q4 2022

Feb 07, 2023
SELL
$55.07 - $62.69 $10,793 - $12,287
-196 Reduced 0.23%
84,847 $5.07 Million
Q3 2022

Oct 27, 2022
SELL
$55.45 - $64.54 $58,555 - $68,154
-1,056 Reduced 1.23%
85,043 $4.72 Million
Q2 2022

Jul 26, 2022
SELL
$58.69 - $69.52 $56,577 - $67,017
-964 Reduced 1.11%
86,099 $5.16 Million
Q1 2022

Apr 29, 2022
SELL
$65.0 - $73.15 $34,385 - $38,696
-529 Reduced 0.6%
87,063 $6 Million
Q4 2021

Jan 24, 2022
BUY
$69.49 - $73.61 $385,600 - $408,461
5,549 Added 6.76%
87,592 $6.38 Million
Q3 2021

Oct 20, 2021
BUY
$69.28 - $72.77 $148,674 - $156,164
2,146 Added 2.69%
82,043 $5.73 Million
Q2 2021

Aug 02, 2021
SELL
$67.52 - $70.92 $51,855 - $54,466
-768 Reduced 0.95%
79,897 $5.65 Million
Q1 2021

May 10, 2021
BUY
$63.86 - $67.38 $329,836 - $348,017
5,165 Added 6.84%
80,665 $5.4 Million
Q4 2020

Jan 28, 2021
BUY
$56.73 - $64.27 $307,703 - $348,600
5,424 Added 7.74%
75,500 $4.85 Million
Q3 2020

Oct 19, 2020
BUY
$55.0 - $60.45 $83,215 - $91,460
1,513 Added 2.21%
70,076 $4.06 Million
Q2 2020

Jul 13, 2020
BUY
$46.01 - $56.68 $45,825 - $56,453
996 Added 1.47%
68,563 $3.76 Million
Q1 2020

Apr 29, 2020
BUY
$42.55 - $59.41 $37,784 - $52,756
888 Added 1.33%
67,567 $3.21 Million
Q4 2019

Jan 14, 2020
BUY
$53.52 - $58.4 $709,568 - $774,267
13,258 Added 24.82%
66,679 $3.87 Million
Q3 2019

Oct 28, 2019
BUY
$52.61 - $55.45 $129,262 - $136,240
2,457 Added 4.82%
53,421 $2.93 Million
Q2 2019

Jul 23, 2019
BUY
$52.38 - $55.24 $138,335 - $145,888
2,641 Added 5.47%
50,964 $2.81 Million
Q1 2019

Apr 12, 2019
BUY
$47.96 - $53.89 $368,812 - $414,414
7,690 Added 18.93%
48,323 $2.59 Million
Q4 2018

Jan 24, 2019
BUY
$47.04 - $54.74 $147,376 - $171,500
3,133 Added 8.35%
40,633 $1.97 Million
Q3 2018

Oct 11, 2018
BUY
$52.65 - $55.0 $122,516 - $127,985
2,327 Added 6.62%
37,500 $2.05 Million
Q2 2018

Jul 10, 2018
BUY
$52.7 - $54.7 $207,005 - $214,861
3,928 Added 12.57%
35,173 $1.88 Million
Q1 2018

Apr 13, 2018
BUY
$52.32 - $56.92 $475,065 - $516,833
9,080 Added 40.97%
31,245 $1.67 Million
Q4 2017

Jan 31, 2018
SELL
$53.61 - $55.82 $113,706 - $118,394
-2,121 Reduced 8.73%
22,165 $1.19 Million
Q3 2017

Oct 30, 2017
BUY
$53.19 - $53.58 $1.29 Million - $1.3 Million
24,286
24,286 $1.3 Million

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
  • Industry ETFs
More about AOA
Track This Portfolio

Track Northwest Wealth Management, LLC Portfolio

Follow Northwest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Northwest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email