Westshore Wealth, LLC Ishares Tr Core Aggressive All Transaction History

Westshore Wealth, LLC

  • $285 Million
  • Q3 2025

A detailed history of Westshore Wealth, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Westshore Wealth, LLC holds 2,904 shares of AOA stock, worth $257,904. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,904
Previous 4,683 37.99%
Holding current value
$257,904
Previous $390,000 34.62%
% of portfolio
0.09%
Previous 0.15%

Shares

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

Nov 17, 2025
SELL
$82.71 - $88.14 $147,141 - $156,801
-1,779 Reduced 37.99%
2,904 $255,000
Q1 2025

May 15, 2025
BUY
$75.7 - $80.01 $84,481 - $89,291
1,116 Added 31.29%
4,683 $358,000
Q4 2024

May 28, 2025
SELL
$76.61 - $79.88 $7,048 - $7,348
-92 Reduced 1.96%
4,591 $351,000
Q3 2024

Nov 12, 2024
SELL
$72.11 - $79.05 $10,167 - $11,146
-141 Reduced 3.8%
3,567 $281,000
Q2 2024

Oct 31, 2024
BUY
$70.02 - $75.08 $259,634 - $278,396
3,708 New
3,708 $277,000

Others Institutions Holding AOA

# of Institutions
413
Shares Held
9.3M
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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