O Donnell Financial Services, LLC Ishares Tr Core Aggressive All Transaction History

O Donnell Financial Services, LLC

$220 Million
Q4 2024

A detailed history of O Donnell Financial Services, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 26,284 shares of AOA stock, worth $2.07 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

26,284

Previous 25,819 1.8%

Holding current value

$2.07 Million

Previous $2.04 Million 1.18%

% of portfolio

0.92%

Previous 0.96%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$76.61 - $79.88 $35,623 - $37,144	465 Added 1.8%	26,284 $2.01 Million
Q3 2024 Oct 22, 2024	BUY	$72.11 - $79.05 $57,039 - $62,528	791 Added 3.16%	25,819 $2.04 Million
Q2 2024 Jul 30, 2024	BUY	$70.02 - $75.08 $243,109 - $260,677	3,472 Added 16.11%	25,028 $1.87 Million
Q1 2024 Apr 22, 2024	BUY	$67.75 - $73.5 $31,503 - $34,177	465 Added 2.2%	21,556 $1.58 Million
Q4 2023 Feb 02, 2024	BUY	$60.96 - $69.28 $1.29 Million - $1.46 Million	21,091 New	21,091 $1.46 Million

Others Institutions Holding AOA

# of Institutions

343

Shares Held

8.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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O Donnell Financial Services, LLC Ishares Tr Core Aggressive All Transaction History