Ellenbecker Investment Group Ishares Tr Core Aggressive All Transaction History

Ellenbecker Investment Group

  • $520 Million
  • Q1 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 128,484 shares of AOA stock, worth $10.7 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
128,484
Previous 105,723 21.53%
Holding current value
$10.7 Million
Previous $8.1 Million 21.03%
% of portfolio
1.89%
Previous 1.5%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR CORE AGGRESSIVE ALL

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