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

Zrc Wealth Management, LLC

$237 Billion
Q4 2024

A detailed history of Zrc Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 1,176 shares of AOA stock, worth $89,893. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,176

Previous 1,161 1.29%

Holding current value

$89,893

Previous $91.6 Million 1.65%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$76.61 - $79.88 $1,149 - $1,198	15 Added 1.29%	1,176 $90.1 Million
Q3 2024 Oct 04, 2024	BUY	$72.11 - $79.05 $576 - $632	8 Added 0.69%	1,161 $91.6 Million
Q2 2024 Jul 08, 2024	BUY	$70.02 - $75.08 $280 - $300	4 Added 0.35%	1,153 $86.2 Million
Q1 2024 Apr 19, 2024	BUY	$67.75 - $73.5 $948 - $1,029	14 Added 1.23%	1,149 $84.4 Million
Q3 2023 Oct 10, 2023	SELL	$63.24 - $67.72 $30,797 - $32,979	-487 Reduced 30.02%	1,135 $72.1 Million
Q2 2023 Jul 06, 2023	BUY	$63.04 - $66.51 $252 - $266	4 Added 0.25%	1,622 $108 Million
Q1 2023 May 04, 2023	BUY	$59.87 - $64.81 $96,869 - $104,862	1,618 New	1,618 $103 Million

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

Ticker AOA
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Zrc Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History