Halbert Hargrove Global Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Halbert Hargrove Global Advisors, LLC

  • $1.89 Billion
  • Q2 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 3,595 shares of AOA stock, worth $314,922. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,595
Previous 3,825 6.01%
Holding current value
$314,922
Previous $293,000 2.05%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$69.46 - $83.4 $15,975 - $19,182
-230 Reduced 6.01%
3,595 $299,000
Q1 2025

Apr 17, 2025
SELL
$75.7 - $80.01 $13,928 - $14,721
-184 Reduced 4.81%
3,641 $278,000
Q4 2024

Jul 17, 2025
BUY
$76.61 - $79.88 $14,096 - $14,697
184 Added 5.05%
3,825 $293,000
Q4 2024

Feb 05, 2025
BUY
$76.61 - $79.88 $24,055 - $25,082
314 Added 8.94%
3,825 $293,000
Q3 2024

Oct 16, 2024
SELL
$72.11 - $79.05 $18,532 - $20,315
-257 Reduced 6.82%
3,511 $277,000
Q2 2024

Jul 26, 2024
SELL
$70.02 - $75.08 $22,406 - $24,025
-320 Reduced 7.83%
3,768 $281,000
Q1 2024

Apr 17, 2024
SELL
$67.75 - $73.5 $8,130 - $8,820
-120 Reduced 2.85%
4,088 $300,000
Q4 2023

Jan 23, 2024
BUY
$60.96 - $69.28 $35,844 - $40,736
588 Added 16.24%
4,208 $290,000
Q3 2023

Oct 13, 2023
BUY
$63.24 - $67.72 $20,110 - $21,534
318 Added 9.63%
3,620 $229,000
Q2 2023

Aug 14, 2023
BUY
$63.04 - $66.51 $1,386 - $1,463
22 Added 0.67%
3,302 $219,000
Q1 2023

Apr 25, 2023
SELL
$59.87 - $64.81 $9,698 - $10,499
-162 Reduced 4.71%
3,280 $208,000
Q4 2022

Jan 25, 2023
BUY
$55.07 - $62.69 $189,550 - $215,778
3,442 New
3,442 $0
Q1 2022

May 13, 2022
SELL
$65.0 - $73.15 $191,360 - $215,353
-2,944 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$69.49 - $73.61 $204,578 - $216,707
2,944 New
2,944 $214,000

Others Institutions Holding AOA

# of Institutions
389
Shares Held
9.58M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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