Westmount Partners, LLC Ishares Tr Core Aggressive All Transaction History

Westmount Partners, LLC

$387 Billion
Q3 2025

A detailed history of Westmount Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Westmount Partners, LLC holds 38,375 shares of AOA stock, worth $3.41 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

38,375

Previous 24,330 57.73%

Holding current value

$3.41 Million

Previous $2.03 Billion 67.26%

% of portfolio

0.88%

Previous 0.56%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$82.71 - $88.14 $1.16 Million - $1.24 Million	14,045 Added 57.73%	38,375 $3.39 Billion
Q2 2025 Jul 09, 2025	BUY	$69.46 - $83.4 $22,574 - $27,105	325 Added 1.35%	24,330 $2.03 Billion
Q1 2025 May 01, 2025	BUY	$75.7 - $80.01 $134,140 - $141,777	1,772 Added 7.97%	24,005 $1.84 Billion
Q4 2024 Jan 13, 2025	BUY	$76.61 - $79.88 $150,691 - $157,123	1,967 Added 9.71%	22,233 $1.7 Billion
Q3 2024 Jan 13, 2025	BUY	$72.11 - $79.05 $1.46 Million - $1.6 Million	20,266 New	20,266 $1.6 Billion

Q2 2024 Jan 28, 2025	BUY	$70.02 - $75.08 $3,501 - $3,754	50 Added 0.24%	20,597 $1.54 Billion
Q1 2024 Jan 28, 2025	BUY	$67.75 - $73.5 $114,971 - $124,729	1,697 Added 9.0%	20,547 $1.51 Billion
Q4 2023 Jan 28, 2025	BUY	$60.96 - $69.28 $162,092 - $184,215	2,659 Added 16.42%	18,850 $1.3 Billion
Q3 2023 Jan 28, 2025	BUY	$63.24 - $67.72 $18,845 - $20,180	298 Added 1.88%	16,191 $1.03 Billion
Q2 2023 Jan 28, 2025	SELL	$63.04 - $66.51 $399,673 - $421,673	-6,340 Reduced 28.52%	15,893 $1.05 Billion
Q1 2023 Jan 29, 2025	SELL	$59.87 - $64.81 $570,082 - $617,120	-9,522 Reduced 42.83%	12,711 $808 Million
Q4 2022 Jan 28, 2025	SELL	$55.07 - $62.69 $528,506 - $601,635	-9,597 Reduced 43.17%	12,636 $755 Million

Others Institutions Holding AOA

# of Institutions

413

Shares Held

9.3M

Call Options Held

4.9K

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Westmount Partners, LLC Ishares Tr Core Aggressive All Transaction History