ODonnell Financial Services, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1730962
SAN RAFAEL, CA
All Filings in AOA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,145,355 | 32,227 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,820,707 | 31,876 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,815,229 | 31,434 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,880,503 | 32,681 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,504,085 | 30,025 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,116,755 | 27,670 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,013,617 | 26,284 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,037,377 | 25,819 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,871,593 | 25,028 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,583,503 | 21,556 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,456,333 | 21,091 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||