Steel Peak Wealth Management LLC Ishares Tr Core Aggressive All Transaction History

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 40,794 shares of AOA stock, worth $3.22 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
40,794
Previous 38,553 5.81%
Holding current value
$3.22 Million
Previous $3.04 Million 2.73%
% of portfolio
0.13%
Previous 0.14%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$76.61 - $79.88 $171,683 - $179,011
2,241 Added 5.81%
40,794 $3.13 Million
Q3 2024

Oct 25, 2024
BUY
$72.11 - $79.05 $54,515 - $59,761
756 Added 2.0%
38,553 $3.04 Million
Q2 2024

Jul 16, 2024
BUY
$70.02 - $75.08 $37,390 - $40,092
534 Added 1.43%
37,797 $2.83 Million
Q1 2024

Apr 17, 2024
BUY
$67.75 - $73.5 $50,135 - $54,390
740 Added 2.03%
37,263 $2.74 Million
Q4 2023

Jan 23, 2024
BUY
$60.96 - $69.28 $89,184 - $101,356
1,463 Added 4.17%
36,523 $2.52 Million
Q3 2023

Nov 02, 2023
BUY
$63.24 - $67.72 $45,406 - $48,622
718 Added 2.09%
35,060 $2.23 Million
Q2 2023

Aug 02, 2023
BUY
$63.04 - $66.51 $209,860 - $221,411
3,329 Added 10.73%
34,342 $2.28 Million
Q1 2023

May 05, 2023
BUY
$59.87 - $64.81 $36,580 - $39,598
611 Added 2.01%
31,013 $1.97 Million
Q4 2022

Jan 25, 2023
SELL
$55.07 - $62.69 $26,488 - $30,153
-481 Reduced 1.56%
30,402 $0
Q3 2022

Oct 26, 2022
BUY
$55.45 - $64.54 $13,308 - $15,489
240 Added 0.78%
30,883 $1.71 Million
Q2 2022

Aug 02, 2022
SELL
$58.69 - $69.52 $19,015 - $22,524
-324 Reduced 1.05%
30,643 $1.84 Million
Q1 2022

May 10, 2022
BUY
$65.0 - $73.15 $11,830 - $13,313
182 Added 0.59%
30,967 $2.14 Million
Q4 2021

Jan 31, 2022
SELL
$69.49 - $73.61 $108,890 - $115,346
-1,567 Reduced 4.84%
30,785 $2.24 Million
Q3 2021

Nov 15, 2021
SELL
$69.28 - $72.77 $87,777 - $92,199
-1,267 Reduced 3.77%
32,352 $2.26 Million
Q2 2021

Aug 13, 2021
SELL
$67.52 - $70.92 $248,541 - $261,056
-3,681 Reduced 9.87%
33,619 $2.38 Million
Q1 2021

May 18, 2021
SELL
$63.86 - $67.38 $120,759 - $127,415
-1,891 Reduced 4.83%
37,300 $2.5 Million
Q4 2020

Feb 04, 2021
SELL
$56.73 - $64.27 $94,852 - $107,459
-1,672 Reduced 4.09%
39,191 $2.52 Million
Q3 2020

Oct 26, 2020
BUY
$55.0 - $60.45 $75,020 - $82,453
1,364 Added 3.45%
40,863 $2.37 Million
Q2 2020

Jul 21, 2020
BUY
$46.01 - $56.68 $1.82 Million - $2.24 Million
39,499 New
39,499 $2.17 Million

Others Institutions Holding AOA

# of Institutions
358
Shares Held
9.04M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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