Carson Allaria Wealth Management, Ltd. Ishares Tr Core Aggressive All Transaction History

Carson Allaria Wealth Management, Ltd.

$167 Million
Q1 2025

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 1,496 shares of AOA stock, worth $124,676. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,496

Previous 1,564 4.35%

Holding current value

$124,676

Previous $119,000 4.2%

% of portfolio

0.07%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$75.7 - $80.01 $5,147 - $5,440	-68 Reduced 4.35%	1,496 $114,000
Q4 2024 Jan 27, 2025	SELL	$76.61 - $79.88 $14,326 - $14,937	-187 Reduced 10.68%	1,564 $119,000
Q3 2024 Oct 21, 2024	BUY	$72.11 - $79.05 $24,156 - $26,481	335 Added 23.66%	1,751 $138,000
Q2 2024 Jul 22, 2024	BUY	$70.02 - $75.08 $210 - $225	3 Added 0.21%	1,416 $105,000
Q1 2024 May 07, 2024	SELL	$67.75 - $73.5 $11,246 - $12,201	-166 Reduced 10.51%	1,413 $103,000
Q4 2023 Feb 08, 2024	BUY	$60.96 - $69.28 $12,070 - $13,717	198 Added 14.34%	1,579 $109,000
Q3 2023 Nov 09, 2023	BUY	$63.24 - $67.72 $12,900 - $13,814	204 Added 17.33%	1,381 $87,000
Q2 2023 Aug 01, 2023	SELL	$63.04 - $66.51 $189 - $199	-3 Reduced 0.25%	1,177 $78,000
Q1 2023 Apr 26, 2023	BUY	$59.87 - $64.81 $14,548 - $15,748	243 Added 25.93%	1,180 $75,000
Q4 2022 Feb 06, 2023	SELL	$55.07 - $62.69 $936 - $1,065	-17 Reduced 1.78%	937 $56,000
Q3 2022 Nov 09, 2022	BUY	$55.45 - $64.54 $332 - $387	6 Added 0.63%	954 $53,000
Q2 2022 Aug 02, 2022	SELL	$58.69 - $69.52 $2,112 - $2,502	-36 Reduced 3.66%	948 $57,000
Q1 2022 May 05, 2022	BUY	$65.0 - $73.15 $650 - $731	10 Added 1.03%	984 $68,000
Q4 2021 Feb 10, 2022	BUY	$69.49 - $73.61 $67,683 - $71,696	974 New	974 $71,000

Others Institutions Holding AOA

# of Institutions

375

Shares Held

9.46M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Carson Allaria Wealth Management, Ltd. Ishares Tr Core Aggressive All Transaction History