A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 6,040 shares of AOA stock, worth $477,220. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,040
Previous 6,033 0.12%
Holding current value
$477,220
Previous $451 Million 5.64%
% of portfolio
0.19%
Previous 0.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$72.11 - $79.05 $504 - $553
7 Added 0.12%
6,040 $477 Million
Q2 2024

Aug 14, 2024

SELL
$70.02 - $75.08 $350 - $375
-5 Reduced 0.08%
6,033 $451 Million
Q1 2024

Jun 21, 2024

SELL
$67.75 - $73.5 $4,065 - $4,410
-60 Reduced 0.98%
6,038 $444 Million
Q4 2023

Feb 12, 2024

BUY
$60.96 - $69.28 $54,437 - $61,867
893 Added 17.16%
6,098 $421 Million
Q3 2023

Nov 06, 2023

BUY
$63.24 - $67.72 $63 - $67
1 Added 0.02%
5,205 $331 Million
Q2 2023

Oct 12, 2023

SELL
$63.04 - $66.51 $252 - $266
-4 Reduced 0.08%
5,204 $345 Million
Q1 2023

Oct 12, 2023

BUY
$59.87 - $64.81 $311,802 - $337,530
5,208 New
5,208 $331 Million

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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