Sugarloaf Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 6,279 shares of AOA stock, worth $479,024. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,279
Previous 6,222 0.92%
Holding current value
$479,024
Previous $490,000 1.84%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 10, 2025
BUY
$76.61 - $79.88 $4,366 - $4,553
57 Added 0.92%
6,279 $481,000
Q3 2024

Oct 08, 2024
SELL
$72.11 - $79.05 $5,985 - $6,561
-83 Reduced 1.32%
6,222 $490,000
Q2 2024

Jul 08, 2024
BUY
$70.02 - $75.08 $840 - $900
12 Added 0.19%
6,305 $471,000
Q4 2023

Jan 10, 2024
BUY
$60.96 - $69.28 $3,291 - $3,741
54 Added 0.87%
6,293 $434,000
Q3 2023

Nov 13, 2023
BUY
$63.24 - $67.72 $11,067 - $11,851
175 Added 2.89%
6,239 $396,000
Q2 2023

Jul 13, 2023
SELL
$63.04 - $66.51 $1,134 - $1,197
-18 Reduced 0.3%
6,064 $402,000
Q4 2022

Feb 03, 2023
SELL
$55.07 - $62.69 $47,084 - $53,599
-855 Reduced 12.33%
6,082 $363,000
Q3 2022

Oct 11, 2022
BUY
$55.45 - $64.54 $22,679 - $26,396
409 Added 6.27%
6,937 $385,000
Q2 2022

Jul 12, 2022
BUY
$58.69 - $69.52 $29,286 - $34,690
499 Added 8.28%
6,528 $391,000
Q1 2022

Apr 25, 2022
BUY
$65.0 - $73.15 $6,435 - $7,241
99 Added 1.67%
6,029 $416,000
Q4 2021

Jan 20, 2022
BUY
$69.49 - $73.61 $5,489 - $5,815
79 Added 1.35%
5,930 $432,000
Q3 2021

Oct 20, 2021
SELL
$69.28 - $72.77 $415 - $436
-6 Reduced 0.1%
5,851 $408,000
Q2 2021

Jul 20, 2021
BUY
$67.52 - $70.92 $394,451 - $414,314
5,842 Added 38946.67%
5,857 $414,000
Q1 2021

Apr 19, 2021
SELL
$63.86 - $67.38 $379,392 - $400,304
-5,941 Reduced 99.75%
15 $391,000
Q4 2020

Feb 03, 2021
BUY
$56.73 - $64.27 $3,120 - $3,534
55 Added 0.93%
5,956 $382,000
Q3 2020

Nov 03, 2020
SELL
$55.0 - $60.45 $4,070 - $4,473
-74 Reduced 1.24%
5,901 $344,000
Q2 2020

Jul 21, 2020
BUY
$46.01 - $56.68 $19,462 - $23,975
423 Added 7.62%
5,975 $322,000
Q1 2020

Apr 15, 2020
BUY
$42.55 - $59.41 $14,254 - $19,902
335 Added 6.42%
5,552 $264,000
Q4 2019

Jan 29, 2020
BUY
$53.52 - $58.4 $279,213 - $304,672
5,217 New
5,217 $303,000

Others Institutions Holding AOA

# of Institutions
372
Shares Held
10.2M
Call Options Held
0
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
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