Saxony Capital Management, LLC Ishares Tr Core Aggressive All Transaction History

Saxony Capital Management, LLC

$145 Million
Q4 2025

A detailed history of Saxony Capital Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Saxony Capital Management, LLC holds 15,011 shares of AOA stock, worth $1.33 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

15,011

Previous 14,792 1.48%

Holding current value

$1.33 Million

Previous $1.3 Million 2.3%

% of portfolio

0.92%

Previous 0.93%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$86.51 - $90.12 $18,945 - $19,736	219 Added 1.48%	15,011 $1.33 Million
Q3 2025 Oct 21, 2025	BUY	$82.71 - $88.14 $144,328 - $153,804	1,745 Added 13.37%	14,792 $1.3 Million
Q2 2025 Aug 04, 2025	BUY	$69.46 - $83.4 $640,699 - $769,281	9,224 Added 241.28%	13,047 $1.09 Million
Q1 2025 Apr 23, 2025	SELL	$75.7 - $80.01 $20,590 - $21,762	-272 Reduced 6.64%	3,823 $292,000
Q4 2024 Jan 23, 2025	BUY	$76.61 - $79.88 $42,288 - $44,093	552 Added 15.58%	4,095 $314 Million

Q3 2024 Oct 22, 2024	BUY	$72.11 - $79.05 $255,485 - $280,074	3,543 New	3,543 $280 Million

Others Institutions Holding AOA

# of Institutions

423

Shares Held

9.28M

Call Options Held

4.9K

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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Saxony Capital Management, LLC Ishares Tr Core Aggressive All Transaction History