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 27,019 shares of AOA stock, worth $2.14 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
27,019
Previous 26,852 0.62%
Holding current value
$2.14 Million
Previous $2.01 Million 6.23%
% of portfolio
0.05%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR CORE AGGRESSIVE ALL


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

Track Cliftonlarsonallen Wealth Advisors, LLC Portfolio

Follow Cliftonlarsonallen Wealth Advisors, 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 Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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