Wealth Plan Investment Management, LLC Ishares Tr Core Aggressive All Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
BUY
$63.24 - $67.72 $608,748 - $651,872
9,626 New
9,626 $611,000
Q4 2022

Feb 15, 2023
BUY
$55.07 - $62.69 $150,286 - $171,081
2,729 Added 52.13%
7,964 $475,000
Q3 2022

Dec 12, 2022
SELL
$55.45 - $64.54 $39,258 - $45,694
-708 Reduced 11.91%
5,235 $321,000
Q1 2022

Sep 07, 2022
BUY
$65.0 - $73.15 $386,295 - $434,730
5,943 New
5,943 $380,000

Others Institutions Holding AOA

# of Institutions
339
Shares Held
8.21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
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  • Sector ETFs
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