Valpey Financial Services, LLC Ishares Tr Core Aggressive All Transaction History

Valpey Financial Services, LLC

  • $153 Billion
  • Q3 2025

A detailed history of Valpey Financial Services, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Valpey Financial Services, LLC holds 2,814 shares of AOA stock, worth $249,911. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,814
Previous 2,796 0.64%
Holding current value
$249,911
Previous $233 Million 6.36%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 06, 2025
BUY
$82.71 - $88.14 $1,488 - $1,586
18 Added 0.64%
2,814 $248 Million
Q2 2025

Jul 22, 2025
BUY
$69.46 - $83.4 $194,210 - $233,186
2,796 New
2,796 $233 Million

Others Institutions Holding AOA

# of Institutions
413
Shares Held
9.29M
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
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