Courage Miller Partners, LLC Ishares Tr Core Aggressive All Transaction History

Courage Miller Partners, LLC

$291 Million
Q4 2024

A detailed history of Courage Miller Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Courage Miller Partners, LLC holds 8,600 shares of AOA stock, worth $676,476. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,600

Previous 8,709 1.25%

Holding current value

$676,476

Previous $687,000 4.22%

% of portfolio

0.23%

Previous 0.23%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$76.61 - $79.88 $8,350 - $8,706	-109 Reduced 1.25%	8,600 $658,000
Q3 2024 Oct 21, 2024	SELL	$72.11 - $79.05 $40,093 - $43,951	-556 Reduced 6.0%	8,709 $687,000
Q2 2024 Jul 25, 2024	SELL	$70.02 - $75.08 $4,271 - $4,579	-61 Reduced 0.65%	9,265 $692,000
Q1 2024 Apr 15, 2024	SELL	$67.75 - $73.5 $2,100 - $2,278	-31 Reduced 0.33%	9,326 $685,000
Q4 2023 Jan 19, 2024	SELL	$60.96 - $69.28 $98,084 - $111,471	-1,609 Reduced 14.67%	9,357 $646,000
Q3 2023 Oct 13, 2023	SELL	$63.24 - $67.72 $17,011 - $18,216	-269 Reduced 2.39%	10,966 $696,000
Q2 2023 Jul 20, 2023	SELL	$63.04 - $66.51 $12,418 - $13,102	-197 Reduced 1.72%	11,235 $745,000
Q1 2023 Apr 21, 2023	BUY	$59.87 - $64.81 $25,923 - $28,062	433 Added 3.94%	11,432 $726,000
Q4 2022 Jan 27, 2023	SELL	$55.07 - $62.69 $28,526 - $32,473	-518 Reduced 4.5%	10,999 $657,000
Q3 2022 Oct 18, 2022	SELL	$55.45 - $64.54 $10,036 - $11,681	-181 Reduced 1.55%	11,517 $639,000
Q2 2022 Jul 18, 2022	SELL	$58.69 - $69.52 $117,790 - $139,526	-2,007 Reduced 14.64%	11,698 $701,000
Q1 2022 May 06, 2022	BUY	$65.0 - $73.15 $5,850 - $6,583	90 Added 0.66%	13,705 $945,000
Q4 2021 Jan 19, 2022	BUY	$69.49 - $73.61 $486 - $515	7 Added 0.05%	13,615 $991,000
Q3 2021 Nov 05, 2021	BUY	$69.28 - $72.77 $1,177 - $1,237	17 Added 0.13%	13,608 $950,000
Q2 2021 Jul 28, 2021	BUY	$67.52 - $70.92 $742 - $780	11 Added 0.08%	13,591 $960,000
Q1 2021 Apr 26, 2021	SELL	$63.86 - $67.38 $2,043 - $2,156	-32 Reduced 0.24%	13,580 $909,000
Q4 2020 Jan 28, 2021	SELL	$56.73 - $64.27 $12,367 - $14,010	-218 Reduced 1.58%	13,612 $874,000
Q2 2020 Jul 23, 2020	BUY	$46.01 - $56.68 $1,012 - $1,246	22 Added 0.16%	13,830 $758,000
Q1 2020 Apr 14, 2020	SELL	$42.55 - $59.41 $3,361 - $4,693	-79 Reduced 0.57%	13,808 $655,000
Q4 2019 Jan 15, 2020	SELL	$53.52 - $58.4 $1,445 - $1,576	-27 Reduced 0.19%	13,887 $805,000
Q3 2019 Oct 21, 2019	SELL	$52.61 - $55.45 $2,420 - $2,550	-46 Reduced 0.33%	13,914 $764,000
Q2 2019 Jul 30, 2019	BUY	$52.38 - $55.24 $1,152 - $1,215	22 Added 0.16%	13,960 $769,000
Q1 2019 May 01, 2019	BUY	$47.96 - $53.89 $7,481 - $8,406	156 Added 1.13%	13,938 $745,000
Q4 2018 Jan 25, 2019	SELL	$47.04 - $54.74 $1,928 - $2,244	-41 Reduced 0.3%	13,782 $669,000
Q3 2018 Nov 06, 2018	BUY	$52.65 - $55.0 $579 - $605	11 Added 0.08%	13,823 $755,000
Q2 2018 Jul 30, 2018	BUY	$52.7 - $54.7 $948 - $984	18 Added 0.13%	13,812 $737,000
Q1 2018 Apr 27, 2018	SELL	$52.32 - $56.92 $22,288 - $24,247	-426 Reduced 3.0%	13,794 $738,000
Q4 2017 Jan 19, 2018	SELL	$53.61 - $55.82 $82,398 - $85,795	-1,537 Reduced 9.75%	14,220 $766,000
Q3 2017 Oct 24, 2017	BUY	$53.19 - $53.58 $838,114 - $844,260	15,757	15,757 $844,000

Others Institutions Holding AOA

# of Institutions

346

Shares Held

8.52M

Call Options Held

Put Options Held

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Courage Miller Partners, LLC Ishares Tr Core Aggressive All Transaction History