Ellenbecker Investment Group Ishares Tr Core Aggressive All Transaction History

Ellenbecker Investment Group

$581 Million
Q2 2025

A detailed history of Ellenbecker Investment Group transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Ellenbecker Investment Group holds 136,981 shares of AOA stock, worth $11.6 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

136,981

Previous 128,484 6.61%

Holding current value

$11.6 Million

Previous $9.8 Million 16.55%

% of portfolio

1.97%

Previous 1.89%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$69.46 - $83.4 $590,201 - $708,649	8,497 Added 6.61%	136,981 $11.4 Million
Q1 2025 Apr 15, 2025	BUY	$75.7 - $80.01 $1.72 Million - $1.82 Million	22,761 Added 21.53%	128,484 $9.8 Million
Q4 2024 Jan 13, 2025	BUY	$76.61 - $79.88 $2.01 Million - $2.1 Million	26,250 Added 33.03%	105,723 $8.1 Million
Q3 2024 Oct 17, 2024	BUY	$72.11 - $79.05 $387,663 - $424,972	5,376 Added 7.26%	79,473 $6.27 Million
Q2 2024 Jul 11, 2024	BUY	$70.02 - $75.08 $742,352 - $795,998	10,602 Added 16.7%	74,097 $5.54 Million
Q1 2024 Apr 09, 2024	BUY	$67.75 - $73.5 $437,665 - $474,810	6,460 Added 11.33%	63,495 $4.66 Million
Q4 2023 Feb 01, 2024	BUY	$60.96 - $69.28 $153,314 - $174,239	2,515 Added 4.61%	57,035 $3.94 Million
Q3 2023 Oct 17, 2023	BUY	$63.24 - $67.72 $397,716 - $425,891	6,289 Added 13.04%	54,520 $3.46 Million
Q2 2023 Jul 31, 2023	BUY	$63.04 - $66.51 $241,001 - $254,267	3,823 Added 8.61%	48,231 $3.2 Million
Q1 2023 Apr 18, 2023	BUY	$59.87 - $64.81 $832,073 - $900,729	13,898 Added 45.55%	44,408 $2.82 Million
Q4 2022 Jan 11, 2023	BUY	$55.07 - $62.69 $463,689 - $527,849	8,420 Added 38.12%	30,510 $1.82 Million
Q3 2022 Oct 17, 2022	BUY	$55.45 - $64.54 $551,228 - $641,592	9,941 Added 81.83%	22,090 $1.22 Million
Q2 2022 Jul 05, 2022	BUY	$58.69 - $69.52 $292,100 - $346,001	4,977 Added 69.39%	12,149 $727,000
Q1 2022 Apr 13, 2022	BUY	$65.0 - $73.15 $278,200 - $313,082	4,280 Added 147.99%	7,172 $494,000
Q4 2021 Jan 04, 2022	BUY	$69.49 - $73.61 $200,965 - $212,880	2,892 New	2,892 $210,000

Others Institutions Holding AOA

# of Institutions

384

Shares Held

9.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ellenbecker Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Ellenbecker Investment Group with notifications on news.

Account

Ellenbecker Investment Group Ishares Tr Core Aggressive All Transaction History