Lbmc Investment Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Lbmc Investment Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Lbmc Investment Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 137,655 shares of AOA stock, worth $10.8 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

137,655

Previous 139,246 1.14%

Holding current value

$10.8 Million

Previous $11 Million 4.02%

% of portfolio

0.84%

Previous 0.87%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$76.61 - $79.88 $121,886 - $127,089	-1,591 Reduced 1.14%	137,655 $10.5 Million
Q3 2024 Oct 08, 2024	SELL	$72.11 - $79.05 $50,765 - $55,651	-704 Reduced 0.5%	139,246 $11 Million
Q2 2024 Jul 11, 2024	BUY	$70.02 - $75.08 $22,406 - $24,025	320 Added 0.23%	139,950 $10.5 Million
Q1 2024 Apr 12, 2024	SELL	$67.75 - $73.5 $59,552 - $64,606	-879 Reduced 0.63%	139,630 $10.3 Million
Q4 2023 Jan 16, 2024	SELL	$60.96 - $69.28 $54,559 - $62,005	-895 Reduced 0.63%	140,509 $9.7 Million
Q3 2023 Oct 05, 2023	SELL	$63.24 - $67.72 $408,277 - $437,200	-6,456 Reduced 4.37%	141,404 $8.98 Million
Q2 2023 Jul 17, 2023	SELL	$63.04 - $66.51 $167,875 - $177,116	-2,663 Reduced 1.77%	147,860 $9.81 Million
Q1 2023 Apr 10, 2023	BUY	$59.87 - $64.81 $40,771 - $44,135	681 Added 0.45%	150,523 $9.57 Million
Q4 2022 Jan 10, 2023	BUY	$55.07 - $62.69 $25,111 - $28,586	456 Added 0.31%	149,842 $0
Q3 2022 Oct 07, 2022	BUY	$55.45 - $64.54 $57,279 - $66,669	1,033 Added 0.7%	149,386 $8.28 Million
Q2 2022 Jul 07, 2022	SELL	$58.69 - $69.52 $39,733 - $47,065	-677 Reduced 0.45%	148,353 $8.89 Million
Q1 2022 Apr 11, 2022	BUY	$65.0 - $73.15 $36,530 - $41,110	562 Added 0.38%	149,030 $10.3 Million
Q4 2021 Mar 17, 2022	BUY	$69.49 - $73.61 $7.19 Million - $7.62 Million	103,512 Added 230.25%	148,468 $10.8 Million
Q3 2021 Nov 15, 2021	SELL	$69.28 - $72.77 $7.24 Million - $7.61 Million	-104,516 Reduced 69.92%	44,956 $10.4 Million
Q2 2021 Aug 02, 2021	SELL	$67.52 - $70.92 $817,262 - $858,415	-12,104 Reduced 7.49%	149,472 $10.6 Million
Q1 2021 Apr 20, 2021	BUY	$63.86 - $67.38 $57,154 - $60,305	895 Added 0.56%	161,576 $10.8 Million
Q4 2020 Jan 21, 2021	BUY	$56.73 - $64.27 $134,960 - $152,898	2,379 Added 1.5%	160,681 $10.3 Million
Q3 2020 Oct 20, 2020	BUY	$55.0 - $60.45 $133,980 - $147,256	2,436 Added 1.56%	158,302 $9.18 Million
Q2 2020 Jul 14, 2020	BUY	$46.01 - $56.68 $70,993 - $87,457	1,543 Added 1.0%	155,866 $8.55 Million
Q1 2020 Apr 21, 2020	SELL	$42.55 - $59.41 $47,698 - $66,598	-1,121 Reduced 0.72%	154,323 $7.32 Million
Q4 2019 Jan 22, 2020	BUY	$53.52 - $58.4 $218,843 - $238,797	4,089 Added 2.7%	155,444 $9.02 Million
Q3 2019 Oct 24, 2019	BUY	$52.61 - $55.45 $29,777 - $31,384	566 Added 0.38%	151,355 $8.31 Million
Q2 2019 Jul 18, 2019	BUY	$52.38 - $55.24 $41,694 - $43,971	796 Added 0.53%	150,789 $8.32 Million
Q1 2019 Apr 26, 2019	BUY	$47.96 - $53.89 $413,846 - $465,016	8,629 Added 6.1%	149,993 $8.03 Million
Q4 2018 Feb 01, 2019	BUY	$47.04 - $54.74 $318,601 - $370,754	6,773 Added 5.03%	141,364 $6.86 Million
Q3 2018 Nov 08, 2018	BUY	$52.65 - $55.0 $330,431 - $345,180	6,276 Added 4.89%	134,591 $7.35 Million
Q2 2018 Aug 03, 2018	BUY	$52.7 - $54.7 $393,985 - $408,937	7,476 Added 6.19%	128,315 $6.85 Million
Q1 2018 May 04, 2018	BUY	$52.32 - $56.92 $387,691 - $421,777	7,410 Added 6.53%	120,839 $6.47 Million
Q4 2017 Feb 08, 2018	BUY	$53.61 - $55.82 $212,295 - $221,047	3,960 Added 3.62%	113,429 $6.11 Million
Q3 2017 Nov 08, 2017	BUY	$53.19 - $53.58 $101,699 - $102,444	1,912 Added 1.78%	109,469 $5.87 Million
Q2 2017 Aug 08, 2017	BUY	N/A	107,557	107,557 $5.57 Million

Others Institutions Holding AOA

# of Institutions

342

Shares Held

8.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Lbmc Investment Advisors, LLC Ishares Tr Core Aggressive All Transaction History