Steward Partners Investment Advisory, LLC Ishares Tr Core Aggressive All Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 10,459 shares of AOA stock, worth $928,863. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,459
Previous 10,145 3.1%
Holding current value
$928,863
Previous $846,000 8.87%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2025
BUY
$82.71 - $88.14 $25,970 - $27,675
314 Added 3.1%
10,459 $921,000
Q2 2025

Aug 12, 2025
BUY
$69.46 - $83.4 $10,627 - $12,760
153 Added 1.53%
10,145 $846,000
Q1 2025

May 13, 2025
SELL
$75.7 - $80.01 $7,721 - $8,161
-102 Reduced 1.01%
9,992 $764,000
Q4 2024

Feb 06, 2025
BUY
$76.61 - $79.88 $120,124 - $125,251
1,568 Added 18.39%
10,094 $773,000
Q3 2024

Nov 14, 2024
BUY
$72.11 - $79.05 $117,395 - $128,693
1,628 Added 23.6%
8,526 $672,000
Q2 2024

Aug 08, 2024
BUY
$70.02 - $75.08 $210 - $225
3 Added 0.04%
6,898 $515,000
Q4 2023

Feb 12, 2024
BUY
$60.96 - $69.28 $248,168 - $282,038
4,071 Added 144.16%
6,895 $476,000
Q3 2023

Nov 13, 2023
BUY
$63.24 - $67.72 $69,564 - $74,492
1,100 Added 63.81%
2,824 $179,000
Q1 2022

May 02, 2022
BUY
$65.0 - $73.15 $29,575 - $33,283
455 Added 35.86%
1,724 $119,000
Q2 2021

Aug 13, 2021
BUY
$67.52 - $70.92 $19,445 - $20,424
288 Added 29.36%
1,269 $90,000
Q2 2020

Aug 06, 2020
BUY
$46.01 - $56.68 $6,487 - $7,991
141 Added 16.79%
981 $54,000
Q1 2020

Apr 29, 2020
BUY
$42.55 - $59.41 $35,742 - $49,904
840 New
840 $39,000
Q4 2019

Jan 17, 2020
SELL
$53.52 - $58.4 $8,830 - $9,636
-165 Closed
0 $0
Q3 2019

Oct 30, 2019
BUY
$52.61 - $55.45 $4,734 - $4,990
90 Added 120.0%
165 $9,000
Q2 2019

Jul 25, 2019
BUY
$52.38 - $55.24 $3,928 - $4,143
75 New
75 $4,000
Q2 2018

Jul 20, 2018
SELL
$52.7 - $54.7 $11,172 - $11,596
-212 Closed
0 $0
Q1 2018

Apr 20, 2018
BUY
$52.32 - $56.92 $11,091 - $12,067
212 New
212 $11,000

Others Institutions Holding AOA

# of Institutions
413
Shares Held
9.3M
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 Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email