Altrius Capital Management Inc Ishares Tr Core Aggressive All Transaction History

Altrius Capital Management Inc

  • $367 Million
  • Q4 2024

A detailed history of Altrius Capital Management Inc transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Altrius Capital Management Inc holds 3,238 shares of AOA stock, worth $256,125. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,238
Previous 3,231 0.22%
Holding current value
$256,125
Previous $254,000 2.36%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$76.61 - $79.88 $536 - $559
7 Added 0.22%
3,238 $248,000
Q3 2024

Nov 06, 2024
SELL
$72.11 - $79.05 $13,196 - $14,466
-183 Reduced 5.36%
3,231 $254,000
Q2 2024

Aug 12, 2024
BUY
$70.02 - $75.08 $140 - $150
2 Added 0.06%
3,414 $255,000
Q1 2024

May 13, 2024
BUY
$67.75 - $73.5 $6,097 - $6,615
90 Added 2.71%
3,412 $250,000
Q4 2023

Feb 05, 2024
SELL
$60.96 - $69.28 $2,011 - $2,286
-33 Reduced 0.98%
3,322 $229,000
Q3 2023

Oct 30, 2023
SELL
$63.24 - $67.72 $6,513 - $6,975
-103 Reduced 2.98%
3,355 $213,000
Q2 2023

Aug 10, 2023
SELL
$63.04 - $66.51 $42,173 - $44,495
-669 Reduced 16.21%
3,458 $229,000
Q1 2023

May 15, 2023
SELL
$59.87 - $64.81 $49,991 - $54,116
-835 Reduced 16.83%
4,127 $262,000
Q4 2022

Feb 07, 2023
SELL
$55.07 - $62.69 $29,958 - $34,103
-544 Reduced 9.88%
4,962 $296,000
Q3 2022

Nov 08, 2022
SELL
$55.45 - $64.54 $128,588 - $149,668
-2,319 Reduced 29.64%
5,506 $305,000
Q2 2022

Aug 09, 2022
BUY
$58.69 - $69.52 $459,249 - $543,994
7,825 New
7,825 $468,000

Others Institutions Holding AOA

# of Institutions
369
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
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More about AOA
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