Aptus Capital Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Aptus Capital Advisors, LLC

  • $4.95 Billion
  • Q1 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 1,975 shares of AOA stock, worth $148,322. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,975
Previous 13,811 85.7%
Holding current value
$148,322
Previous $953,000 84.78%
% of portfolio
0.0%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$67.75 - $73.5 $801,889 - $869,946
-11,836 Reduced 85.7%
1,975 $145,000
Q4 2023

Feb 13, 2024
BUY
$60.96 - $69.28 $832,591 - $946,226
13,658 Added 8926.8%
13,811 $953,000
Q3 2023

Nov 08, 2023
SELL
$63.24 - $67.72 $4,743 - $5,079
-75 Reduced 32.89%
153 $9,000
Q2 2023

Aug 11, 2023
SELL
$63.04 - $66.51 $10,275 - $10,841
-163 Reduced 41.69%
228 $15,000
Q1 2023

May 09, 2023
BUY
$59.87 - $64.81 $23,409 - $25,340
391 New
391 $24,000

Others Institutions Holding AOA

# of Institutions
319
Shares Held
8.06M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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  • Ticker AOA
  • Sector ETFs
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