Klingman & Associates, LLC Ishares Tr Core Aggressive All Transaction History

Klingman & Associates, LLC

  • $1.62 Billion
  • Q4 2024

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Klingman & Associates, LLC holds 6,079 shares of AOA stock, worth $477,991. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,079
Previous 5,604 8.48%
Holding current value
$477,991
Previous $442,000 5.2%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$76.61 - $79.88 $36,389 - $37,943
475 Added 8.48%
6,079 $465,000
Q3 2023

Oct 30, 2023
BUY
$63.24 - $67.72 $354,396 - $379,502
5,604 New
5,604 $355,000

Others Institutions Holding AOA

# of Institutions
346
Shares Held
8.51M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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