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

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q3 2024

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 1,751 shares of AOA stock, worth $138,346. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,751
Previous 1,416 23.66%
Holding current value
$138,346
Previous $105,000 31.43%
% of portfolio
0.08%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
339
Shares Held
8.21M
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
More about AOA
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