Concord Wealth Partners Ishares Tr Core Aggressive All Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 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 947 shares of AOA stock, worth $74,443. This represents 0.01% of its overall portfolio holdings.

Number of Shares
947
Previous 942 0.53%
Holding current value
$74,443
Previous $70,000 5.71%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email