A detailed history of Capital Investment Advisory Services, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 3,321 shares of AOA stock, worth $261,761. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,321
Previous 3,316 0.15%
Holding current value
$261,761
Previous $247,000 6.07%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 30, 2024

BUY
$72.11 - $79.05 $360 - $395
5 Added 0.15%
3,321 $262,000
Q2 2024

Aug 14, 2024

SELL
$70.02 - $75.08 $178,621 - $191,529
-2,551 Reduced 43.48%
3,316 $247,000
Q1 2024

Apr 25, 2024

SELL
$67.75 - $73.5 $1,016 - $1,102
-15 Reduced 0.26%
5,867 $430,000
Q4 2023

Feb 01, 2024

SELL
$60.96 - $69.28 $21,336 - $24,248
-350 Reduced 5.62%
5,882 $406,000
Q3 2023

Nov 02, 2023

SELL
$63.24 - $67.72 $7,525 - $8,058
-119 Reduced 1.87%
6,232 $395,000
Q1 2023

Apr 21, 2023

SELL
$59.87 - $64.81 $100,701 - $109,010
-1,682 Reduced 20.94%
6,351 $403,000
Q4 2022

Feb 03, 2023

SELL
$55.07 - $62.69 $80,732 - $91,903
-1,466 Reduced 15.43%
8,033 $479,000
Q3 2022

Oct 26, 2022

BUY
$55.45 - $64.54 $3,936 - $4,582
71 Added 0.75%
9,499 $527,000
Q2 2022

Jul 22, 2022

SELL
$58.69 - $69.52 $378,080 - $447,847
-6,442 Reduced 40.59%
9,428 $565,000
Q1 2022

May 03, 2022

SELL
$65.0 - $73.15 $4,940 - $5,559
-76 Reduced 0.48%
15,870 $1.09 Million
Q4 2021

Feb 01, 2022

BUY
$69.49 - $73.61 $11,326 - $11,998
163 Added 1.03%
15,946 $1.16 Million
Q3 2021

Oct 28, 2021

SELL
$69.28 - $72.77 $16,627 - $17,464
-240 Reduced 1.5%
15,783 $1.1 Million
Q2 2021

Jul 27, 2021

BUY
$67.52 - $70.92 $540 - $567
8 Added 0.05%
16,023 $1.13 Million
Q1 2021

May 05, 2021

BUY
$63.86 - $67.38 $20,435 - $21,561
320 Added 2.04%
16,015 $1.07 Million
Q4 2020

Jan 25, 2021

BUY
$56.73 - $64.27 $25,471 - $28,857
449 Added 2.95%
15,695 $1.01 Million
Q3 2020

Oct 19, 2020

BUY
$55.0 - $60.45 $837,155 - $920,109
15,221 Added 60884.0%
15,246 $884,000
Q3 2019

Oct 17, 2019

SELL
$52.61 - $55.45 $526 - $554
-10 Reduced 28.57%
25 $1,000
Q2 2019

Aug 08, 2019

BUY
$52.38 - $55.24 $523 - $552
10 Added 40.0%
35 $2,000
Q4 2018

Feb 04, 2019

BUY
$47.04 - $54.74 $1,176 - $1,368
25 New
25 $1,000

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
Track This Portfolio

Track Capital Investment Advisory Services, LLC Portfolio

Follow Capital Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisory Services, LLC with notifications on news.