Western Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Western Wealth Management, LLC

$321 Million
Q4 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Western Wealth Management, LLC holds 4,149 shares of AOA stock, worth $317,149. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,149

Previous 9,099 54.4%

Holding current value

$317,149

Previous $718,000 55.85%

% of portfolio

0.1%

Previous 0.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$76.61 - $79.88 $379,219 - $395,406	-4,950 Reduced 54.4%	4,149 $317,000
Q3 2024 Nov 12, 2024	BUY	$72.11 - $79.05 $282,310 - $309,480	3,915 Added 75.52%	9,099 $718,000
Q2 2024 Jul 19, 2024	BUY	$70.02 - $75.08 $70 - $75	1 Added 0.02%	5,184 $387,000
Q1 2024 May 02, 2024	SELL	$67.75 - $73.5 $253,791 - $275,331	-3,746 Reduced 41.95%	5,183 $380,000
Q4 2023 Jan 31, 2024	BUY	$60.96 - $69.28 $6,705 - $7,620	110 Added 1.25%	8,929 $616,000
Q3 2023 Nov 07, 2023	BUY	$63.24 - $67.72 $141,151 - $151,151	2,232 Added 33.88%	8,819 $559,000
Q2 2023 Aug 30, 2023	SELL	$63.04 - $66.51 $2,521 - $2,660	-40 Reduced 0.6%	6,587 $436,000
Q1 2023 Aug 30, 2023	SELL	$59.87 - $64.81 $16,943 - $18,341	-283 Reduced 4.1%	6,627 $421,000
Q4 2022 Feb 02, 2023	SELL	$55.07 - $62.69 $365,334 - $415,885	-6,634 Reduced 48.98%	6,910 $412,000
Q3 2022 Nov 04, 2022	SELL	$55.45 - $64.54 $205,719 - $239,443	-3,710 Reduced 21.5%	13,544 $751,000
Q2 2022 Jul 18, 2022	BUY	$58.69 - $69.52 $15,376 - $18,214	262 Added 1.54%	17,254 $1.03 Million
Q1 2022 May 10, 2022	BUY	$65.0 - $73.15 $552,305 - $621,555	8,497 Added 100.02%	16,992 $1.17 Million
Q4 2021 Feb 14, 2022	SELL	$69.49 - $73.61 $187,414 - $198,526	-2,697 Reduced 24.1%	8,495 $619,000
Q2 2021 Aug 09, 2021	BUY	$67.52 - $70.92 $16,812 - $17,659	249 Added 2.28%	11,192 $792,000
Q1 2021 May 14, 2021	BUY	$63.86 - $67.38 $125,740 - $132,671	1,969 Added 21.94%	10,943 $732,000
Q4 2020 Feb 10, 2021	SELL	$56.73 - $64.27 $1,872 - $2,120	-33 Reduced 0.37%	8,974 $576,000
Q3 2020 Oct 27, 2020	SELL	$55.0 - $60.45 $47,025 - $51,684	-855 Reduced 8.67%	9,007 $523,000
Q2 2020 Jul 20, 2020	BUY	$46.01 - $56.68 $6,303 - $7,765	137 Added 1.41%	9,862 $541,000
Q1 2020 Apr 27, 2020	SELL	$42.55 - $59.41 $1.3 Million - $1.81 Million	-30,504 Reduced 75.83%	9,725 $461,000
Q4 2019 Feb 10, 2020	BUY	$53.52 - $58.4 $48,756 - $53,202	911 Added 2.32%	40,229 $2.33 Million
Q3 2019 Nov 08, 2019	BUY	$52.61 - $55.45 $50,873 - $53,620	967 Added 2.52%	39,318 $2.16 Million
Q2 2019 Aug 06, 2019	BUY	$52.38 - $55.24 $242,676 - $255,926	4,633 Added 13.74%	38,351 $2.12 Million
Q1 2019 May 10, 2019	BUY	$47.96 - $53.89 $1.2 Million - $1.35 Million	25,041 Added 288.59%	33,718 $1.8 Million
Q4 2018 Feb 15, 2019	BUY	$47.04 - $54.74 $408,166 - $474,978	8,677 New	8,677 $423,000

Others Institutions Holding AOA

# of Institutions

371

Shares Held

10.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Western Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History