Beacon Pointe Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 2,756 shares of AOA stock, worth $220,948. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,756
Previous 3,801 27.49%
Holding current value
$220,948
Previous $291,000 27.84%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$75.7 - $80.01 $79,106 - $83,610
-1,045 Reduced 27.49%
2,756 $210,000
Q4 2024

Feb 14, 2025
BUY
$76.61 - $79.88 $13,176 - $13,739
172 Added 4.74%
3,801 $291,000
Q3 2024

Nov 14, 2024
SELL
$72.11 - $79.05 $21,488 - $23,556
-298 Reduced 7.59%
3,629 $286,000
Q2 2024

Aug 12, 2024
SELL
$70.02 - $75.08 $12,113 - $12,988
-173 Reduced 4.22%
3,927 $293,000
Q1 2024

May 14, 2024
BUY
$67.75 - $73.5 $277,775 - $301,350
4,100 New
4,100 $301,000

Others Institutions Holding AOA

# of Institutions
372
Shares Held
8.98M
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
  • Industry ETFs
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