West Wealth Group, LLC Ishares Tr Core Aggressive All Transaction History

West Wealth Group, LLC

$332 Million
Q4 2024

A detailed history of West Wealth Group, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, West Wealth Group, LLC holds 6,381 shares of AOA stock, worth $501,738. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,381

Previous 5,902 8.12%

Holding current value

$501,738

Previous $465,000 4.95%

% of portfolio

0.15%

Previous 0.15%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$76.61 - $79.88 $36,696 - $38,262	479 Added 8.12%	6,381 $488,000
Q3 2024 Oct 23, 2024	SELL	$72.11 - $79.05 $17,955 - $19,683	-249 Reduced 4.05%	5,902 $465,000
Q2 2024 Aug 01, 2024	BUY	$70.02 - $75.08 $17,925 - $19,220	256 Added 4.34%	6,151 $459,000
Q1 2024 May 08, 2024	SELL	$67.75 - $73.5 $3,658 - $3,969	-54 Reduced 0.91%	5,895 $433,000
Q4 2023 Jan 18, 2024	BUY	$60.96 - $69.28 $3,230 - $3,671	53 Added 0.9%	5,949 $410,000
Q3 2023 Oct 06, 2023	BUY	$63.24 - $67.72 $23,904 - $25,598	378 Added 6.85%	5,896 $374,000
Q2 2023 Jul 26, 2023	SELL	$63.04 - $66.51 $3,845 - $4,057	-61 Reduced 1.09%	5,518 $366,000
Q1 2023 Apr 06, 2023	SELL	$59.87 - $64.81 $29,096 - $31,497	-486 Reduced 8.01%	5,579 $354,000
Q4 2022 Jan 23, 2023	BUY	$55.07 - $62.69 $6,388 - $7,272	116 Added 1.95%	6,065 $0
Q3 2022 Oct 21, 2022	BUY	$55.45 - $64.54 $13,363 - $15,554	241 Added 4.22%	5,949 $329,000
Q2 2022 Jul 27, 2022	BUY	$58.69 - $69.52 $22,654 - $26,834	386 Added 7.25%	5,708 $341,000
Q1 2022 May 05, 2022	SELL	$65.0 - $73.15 $451,945 - $508,611	-6,953 Reduced 56.64%	5,322 $366,000
Q4 2021 May 05, 2022	BUY	$69.49 - $73.61 $852,989 - $903,562	12,275 New	12,275 $893,000

Others Institutions Holding AOA

# of Institutions

346

Shares Held

8.51M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Wealth Group, LLC with notifications on news.

Account

West Wealth Group, LLC Ishares Tr Core Aggressive All Transaction History