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

Aptus Capital Advisors, LLC

$8.9 Billion
Q4 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 1,866 shares of AOA stock, worth $142,058. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,866

Previous 1,822 2.41%

Holding current value

$142,058

Previous $143,000 0.7%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$76.61 - $79.88 $3,370 - $3,514	44 Added 2.41%	1,866 $142,000
Q3 2024 Nov 05, 2024	BUY	$72.11 - $79.05 $9,230 - $10,118	128 Added 7.56%	1,822 $143,000
Q2 2024 Jul 31, 2024	SELL	$70.02 - $75.08 $19,675 - $21,097	-281 Reduced 14.23%	1,694 $126,000
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

370

Shares Held

10.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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