Concord Wealth Partners Ishares Tr Core Aggressive All Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Concord Wealth Partners holds 957 shares of AOA stock, worth $73,689. This represents 0.01% of its overall portfolio holdings.

Number of Shares
957
Previous 947 1.06%
Holding current value
$73,689
Previous $74,000 1.35%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$76.61 - $79.88 $766 - $798
10 Added 1.06%
957 $73,000
Q3 2024

Oct 24, 2024
BUY
$72.11 - $79.05 $360 - $395
5 Added 0.53%
947 $74,000
Q2 2024

Jul 31, 2024
BUY
$70.02 - $75.08 $70 - $75
1 Added 0.11%
942 $70,000
Q1 2024

Apr 30, 2024
SELL
$67.75 - $73.5 $67 - $73
-1 Reduced 0.11%
941 $69,000
Q4 2023

Apr 30, 2024
BUY
$60.96 - $69.28 $487 - $554
8 Added 0.86%
942 $65,000
Q4 2023

Feb 05, 2024
BUY
$60.96 - $69.28 $487 - $554
8 Added 0.86%
942 $65,000
Q3 2023

Apr 30, 2024
SELL
$63.24 - $67.72 $505 - $541
-8 Reduced 0.85%
934 $59,000
Q3 2023

Oct 25, 2023
BUY
$63.24 - $67.72 $379 - $406
6 Added 0.65%
934 $59,000
Q2 2023

Aug 07, 2023
BUY
$63.04 - $66.51 $189 - $199
3 Added 0.32%
928 $61,000
Q1 2023

Apr 26, 2023
SELL
$59.87 - $64.81 $119 - $129
-2 Reduced 0.22%
925 $58,000
Q4 2022

Jan 27, 2023
BUY
$55.07 - $62.69 $51,049 - $58,113
927 New
927 $55,000
Q2 2022

Aug 04, 2022
SELL
$58.69 - $69.52 $7,336 - $8,690
-125 Reduced 12.04%
913 $55,000
Q1 2022

Apr 20, 2022
BUY
$65.0 - $73.15 $195 - $219
3 Added 0.29%
1,038 $72,000
Q4 2021

Jan 21, 2022
BUY
$69.49 - $73.61 $65,181 - $69,046
938 Added 967.01%
1,035 $75,000
Q3 2021

Nov 09, 2021
BUY
$69.28 - $72.77 $4,641 - $4,875
67 Added 223.33%
97 $7,000
Q2 2021

Jul 29, 2021
BUY
$67.52 - $70.92 $2,025 - $2,127
30 New
30 $2,000
Q1 2021

May 13, 2021
SELL
$63.86 - $67.38 $1,404 - $1,482
-22 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$56.73 - $64.27 $1,248 - $1,413
22 New
22 $1,000

Others Institutions Holding AOA

# of Institutions
371
Shares Held
10.2M
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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