Wealthspire Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,909 shares of AOA stock, worth $169,538. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,909
Holding current value
$169,538
% of portfolio
0.0%

Shares

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

Nov 13, 2025
BUY
$82.71 - $88.14 $157,893 - $168,259
1,909 New
1,909 $168,000
Q2 2024

Aug 08, 2024
BUY
$70.02 - $75.08 $7,352 - $7,883
105 Added 3.43%
3,165 $236,000
Q1 2024

May 06, 2024
SELL
$67.75 - $73.5 $50,812 - $55,125
-750 Reduced 19.69%
3,060 $224,000
Q4 2023

Feb 06, 2024
BUY
$60.96 - $69.28 $232,257 - $263,956
3,810 New
3,810 $263,000

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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