Topel & Distasi Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Topel & Distasi Wealth Management, LLC

$203 Million
Q3 2025

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,807 shares of AOA stock, worth $604,529. This represents 0.3% of its overall portfolio holdings.

Number of Shares

6,807

Previous 6,637 2.56%

Holding current value

$604,529

Previous $553,000 8.32%

% of portfolio

0.3%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$82.71 - $88.14 $14,060 - $14,983	170 Added 2.56%	6,807 $599,000
Q2 2025 Aug 07, 2025	SELL	$69.46 - $83.4 $15,975 - $19,182	-230 Reduced 3.35%	6,637 $553,000
Q1 2025 May 09, 2025	BUY	$75.7 - $80.01 $63,890 - $67,528	844 Added 14.01%	6,867 $525,000
Q4 2024 Jan 30, 2025	BUY	$76.61 - $79.88 $102,657 - $107,039	1,340 Added 28.61%	6,023 $461,000
Q3 2024 Nov 12, 2024	BUY	$72.11 - $79.05 $61,509 - $67,429	853 Added 22.27%	4,683 $369,000

Q2 2024 Aug 09, 2024	BUY	$70.02 - $75.08 $22,756 - $24,401	325 Added 9.27%	3,830 $286,000
Q1 2024 May 06, 2024	BUY	$67.75 - $73.5 $21,002 - $22,785	310 Added 9.7%	3,505 $257,000
Q4 2023 Jan 12, 2024	BUY	$60.96 - $69.28 $194,767 - $221,349	3,195 New	3,195 $220,000

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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Topel & Distasi Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History