Unique Wealth, LLC Ishares Tr Core Aggressive All Transaction History

Unique Wealth, LLC

$480 Billion
Q4 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Unique Wealth, LLC holds 76,529 shares of AOA stock, worth $6.03 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

76,529

Previous 79,161 3.32%

Holding current value

$6.03 Million

Previous $6.25 Billion 6.14%

% of portfolio

1.22%

Previous 1.43%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$76.61 - $79.88 $201,637 - $210,244	-2,632 Reduced 3.32%	76,529 $5.86 Billion
Q3 2024 Oct 03, 2024	SELL	$72.11 - $79.05 $72 - $79	-1 Reduced -0.0%	79,161 $6.25 Billion
Q2 2024 Jul 18, 2024	BUY	$70.02 - $75.08 $599,371 - $642,684	8,560 Added 12.12%	79,162 $5.92 Billion
Q1 2024 Apr 11, 2024	BUY	$67.75 - $73.5 $228,656 - $248,062	3,375 Added 5.02%	70,602 $5.19 Billion
Q4 2023 Jan 11, 2024	BUY	$60.96 - $69.28 $48,219 - $54,800	791 Added 1.19%	67,227 $4.64 Billion
Q3 2023 Oct 10, 2023	SELL	$63.24 - $67.72 $114,021 - $122,099	-1,803 Reduced 2.64%	66,436 $4.22 Billion
Q2 2023 Jul 21, 2023	BUY	$63.04 - $66.51 $105,528 - $111,337	1,674 Added 2.51%	68,239 $4.53 Billion
Q1 2023 Apr 20, 2023	BUY	$59.87 - $64.81 $191,823 - $207,651	3,204 Added 5.06%	66,565 $4.23 Billion
Q4 2022 Jan 25, 2023	BUY	$55.07 - $62.69 $3.49 Million - $3.97 Million	63,361 New	63,361 $3.79 Billion

Others Institutions Holding AOA

# of Institutions

344

Shares Held

8.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Unique Wealth, LLC Ishares Tr Core Aggressive All Transaction History