Creative Planning Ishares Tr Core Aggressive All Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Creative Planning holds 13,510 shares of AOA stock, worth $1.09 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,510

Previous 13,267 1.83%

Holding current value

$1.09 Million

Previous $1.02 Million 1.67%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$75.7 - $80.01 $18,395 - $19,442	243 Added 1.83%	13,510 $1.03 Million
Q4 2024 Feb 14, 2025	SELL	$76.61 - $79.88 $15,781 - $16,455	-206 Reduced 1.53%	13,267 $1.02 Million
Q3 2024 Oct 11, 2024	SELL	$72.11 - $79.05 $5,840 - $6,403	-81 Reduced 0.6%	13,473 $1.06 Million
Q2 2024 Aug 15, 2024	BUY	$70.02 - $75.08 $81,643 - $87,543	1,166 Added 9.41%	13,554 $1.01 Million
Q1 2024 May 10, 2024	BUY	$67.75 - $73.5 $25,067 - $27,195	370 Added 3.08%	12,388 $910,000
Q4 2023 Feb 14, 2024	BUY	$60.96 - $69.28 $82,722 - $94,012	1,357 Added 12.73%	12,018 $829,000
Q3 2023 Nov 16, 2023	BUY	$63.24 - $67.72 $2,845 - $3,047	45 Added 0.42%	10,661 $676,000
Q2 2023 Jul 21, 2023	SELL	$63.04 - $66.51 $9,140 - $9,643	-145 Reduced 1.35%	10,616 $704,000
Q1 2023 May 15, 2023	SELL	$59.87 - $64.81 $1,915 - $2,073	-32 Reduced 0.3%	10,761 $684,000
Q4 2022 Feb 10, 2023	BUY	$55.07 - $62.69 $60,301 - $68,645	1,095 Added 11.29%	10,793 $644,000
Q3 2022 Nov 03, 2022	SELL	$55.45 - $64.54 $48,740 - $56,730	-879 Reduced 8.31%	9,698 $538,000
Q2 2022 Aug 15, 2022	BUY	$58.69 - $69.52 $3,286 - $3,893	56 Added 0.53%	10,577 $633,000
Q1 2022 May 16, 2022	SELL	$65.0 - $73.15 $23,985 - $26,992	-369 Reduced 3.39%	10,521 $725,000
Q4 2021 Feb 11, 2022	BUY	$69.49 - $73.61 $84,360 - $89,362	1,214 Added 12.55%	10,890 $793,000
Q3 2021 Nov 10, 2021	SELL	$69.28 - $72.77 $1,732 - $1,819	-25 Reduced 0.26%	9,676 $675,000
Q2 2021 Aug 04, 2021	SELL	$67.52 - $70.92 $42,132 - $44,254	-624 Reduced 6.04%	9,701 $685,000
Q1 2021 Apr 30, 2021	BUY	$63.86 - $67.38 $27,140 - $28,636	425 Added 4.29%	10,325 $691,000
Q4 2020 Jan 29, 2021	SELL	$56.73 - $64.27 $4,198 - $4,755	-74 Reduced 0.74%	9,900 $635,000
Q3 2020 Nov 05, 2020	SELL	$55.0 - $60.45 $4,125 - $4,533	-75 Reduced 0.75%	9,974 $579,000
Q2 2020 Jul 23, 2020	BUY	$46.01 - $56.68 $368 - $453	8 Added 0.08%	10,049 $551,000
Q1 2020 May 05, 2020	BUY	$42.55 - $59.41 $255,810 - $357,172	6,012 Added 149.22%	10,041 $477,000
Q4 2019 Jan 30, 2020	BUY	$53.52 - $58.4 $215,632 - $235,293	4,029 New	4,029 $234,000

Others Institutions Holding AOA

# of Institutions

372

Shares Held

8.98M

Call Options Held

Put Options Held

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Creative Planning Ishares Tr Core Aggressive All Transaction History