Circle Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Circle Wealth Management, LLC

  • $4.34 Billion
  • Q2 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 14, 2020
SELL
$46.01 - $56.68 $599,740 - $738,823
-13,035 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$42.55 - $59.41 $17,956 - $25,071
422 Added 3.35%
13,035 $619,000
Q4 2019

Feb 24, 2020
SELL
$53.52 - $58.4 $85,257 - $93,031
-1,593 Reduced 11.21%
12,613 $732,000
Q3 2019

Nov 15, 2019
BUY
$52.61 - $55.45 $87,753 - $92,490
1,668 Added 13.3%
14,206 $780,000
Q2 2019

Aug 14, 2019
SELL
$52.38 - $55.24 $95,279 - $100,481
-1,819 Reduced 12.67%
12,538 $691,000
Q4 2018

Feb 14, 2019
BUY
$47.04 - $54.74 $6,444 - $7,499
137 Added 0.96%
14,357 $697,000
Q3 2018

Nov 14, 2018
BUY
$52.65 - $55.0 $473 - $495
9 Added 0.06%
14,220 $777,000
Q2 2018

Aug 15, 2018
BUY
$52.7 - $54.7 $105 - $109
2 Added 0.01%
14,211 $759,000
Q1 2018

May 15, 2018
BUY
$52.32 - $56.92 $732 - $796
14 Added 0.1%
14,209 $760,000
Q4 2017

Feb 14, 2018
SELL
$53.61 - $55.82 $12,169 - $12,671
-227 Reduced 1.57%
14,195 $765,000
Q3 2017

Nov 14, 2017
BUY
$53.19 - $53.58 $767,106 - $772,730
14,422
14,422 $773,000

Others Institutions Holding AOA

# of Institutions
336
Shares Held
8.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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