Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$6.31 Billion
Q3 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 25,496 shares of AOA stock, worth $2.21 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

25,496

Previous 27,116 5.97%

Holding current value

$2.21 Million

Previous $2.26 Million 0.62%

% of portfolio

0.04%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$82.71 - $88.14 $133,990 - $142,786	-1,620 Reduced 5.97%	25,496 $2.25 Million
Q2 2025 Jul 18, 2025	SELL	$69.46 - $83.4 $35,771 - $42,951	-515 Reduced 1.86%	27,116 $2.26 Million
Q1 2025 Apr 16, 2025	BUY	$75.7 - $80.01 $53,747 - $56,807	710 Added 2.64%	27,631 $2.11 Million
Q4 2024 Jan 14, 2025	SELL	$76.61 - $79.88 $7,507 - $7,828	-98 Reduced 0.36%	26,921 $2.06 Million
Q3 2024 Oct 11, 2024	BUY	$72.11 - $79.05 $12,042 - $13,201	167 Added 0.62%	27,019 $2.13 Million
Q2 2024 Jul 11, 2024	BUY	$70.02 - $75.08 $22,546 - $24,175	322 Added 1.21%	26,852 $2.01 Million
Q1 2024 May 02, 2024	SELL	$67.75 - $73.5 $95,324 - $103,414	-1,407 Reduced 5.04%	26,530 $1.95 Million
Q4 2023 Jan 16, 2024	BUY	$60.96 - $69.28 $20,909 - $23,763	343 Added 1.24%	27,937 $1.93 Million
Q3 2023 Oct 13, 2023	SELL	$63.24 - $67.72 $96,504 - $103,340	-1,526 Reduced 5.24%	27,594 $1.75 Million
Q2 2023 Jul 14, 2023	BUY	$63.04 - $66.51 $105,970 - $111,803	1,681 Added 6.13%	29,120 $1.93 Million
Q1 2023 Apr 12, 2023	BUY	$59.87 - $64.81 $175,718 - $190,217	2,935 Added 11.98%	27,439 $1.74 Million
Q4 2022 Jan 19, 2023	BUY	$55.07 - $62.69 $10,077 - $11,472	183 Added 0.75%	24,504 $0
Q3 2022 Oct 12, 2022	BUY	$55.45 - $64.54 $23,954 - $27,881	432 Added 1.81%	24,321 $1.35 Million
Q2 2022 Jul 08, 2022	BUY	$58.69 - $69.52 $377,552 - $447,222	6,433 Added 36.85%	23,889 $1.43 Million
Q1 2022 Apr 27, 2022	BUY	$65.0 - $73.15 $451,035 - $507,587	6,939 Added 65.98%	17,456 $1.2 Million
Q4 2021 Jan 26, 2022	BUY	$69.49 - $73.61 $132,656 - $140,521	1,909 Added 22.18%	10,517 $766,000
Q3 2021 Nov 02, 2021	BUY	$69.28 - $72.77 $596,362 - $626,404	8,608 New	8,608 $601,000

Others Institutions Holding AOA

# of Institutions

389

Shares Held

9.56M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Account

Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History