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

O Donnell Financial Services, LLC

$247 Million
Q3 2025

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 32,681 shares of AOA stock, worth $2.9 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

32,681

Previous 30,025 8.85%

Holding current value

$2.9 Million

Previous $2.5 Million 15.02%

% of portfolio

1.17%

Previous 1.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$82.71 - $88.14 $219,677 - $234,099	2,656 Added 8.85%	32,681 $2.88 Million
Q2 2025 Jul 29, 2025	BUY	$69.46 - $83.4 $163,578 - $196,407	2,355 Added 8.51%	30,025 $2.5 Million
Q1 2025 May 05, 2025	BUY	$75.7 - $80.01 $104,920 - $110,893	1,386 Added 5.27%	27,670 $2.12 Million
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

413

Shares Held

9.3M

Call Options Held

4.9K

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