Mc Kinley Carter Wealth Services, Inc. Ishares Tr Core Aggressive All Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 10,986 shares of AOA stock, worth $831,969. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,986
Previous 10,071 9.09%
Holding current value
$831,969
Previous $753,000 15.01%
% of portfolio
0.05%
Previous 0.05%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$72.11 - $79.05 $65,980 - $72,330
915 Added 9.09%
10,986 $866,000
Q2 2024

Aug 09, 2024
BUY
$70.02 - $75.08 $18,625 - $19,971
266 Added 2.71%
10,071 $753,000
Q1 2024

Apr 26, 2024
SELL
$67.75 - $73.5 $58,468 - $63,430
-863 Reduced 8.09%
9,805 $720,000
Q4 2023

Feb 07, 2024
BUY
$60.96 - $69.28 $1,950 - $2,216
32 Added 0.3%
10,668 $736,000
Q3 2023

Oct 13, 2023
BUY
$63.24 - $67.72 $20,047 - $21,467
317 Added 3.07%
10,636 $675,000
Q2 2023

Aug 02, 2023
BUY
$63.04 - $66.51 $13,994 - $14,765
222 Added 2.2%
10,319 $684,000
Q1 2023

Apr 24, 2023
BUY
$59.87 - $64.81 $957 - $1,036
16 Added 0.16%
10,097 $642,000
Q4 2022

Feb 07, 2023
SELL
$55.07 - $62.69 $5,396 - $6,143
-98 Reduced 0.96%
10,081 $602,000
Q3 2022

Oct 24, 2022
SELL
$55.45 - $64.54 $168,346 - $195,943
-3,036 Reduced 22.97%
10,179 $564,000
Q2 2022

Jul 15, 2022
SELL
$58.69 - $69.52 $7,336 - $8,690
-125 Reduced 0.94%
13,215 $791,000
Q1 2022

Apr 27, 2022
BUY
$65.0 - $73.15 $2,340 - $2,633
36 Added 0.27%
13,340 $920,000
Q4 2021

Feb 07, 2022
SELL
$69.49 - $73.61 $3,335 - $3,533
-48 Reduced 0.36%
13,304 $969,000
Q3 2021

Nov 03, 2021
SELL
$69.28 - $72.77 $35,540 - $37,331
-513 Reduced 3.7%
13,352 $932,000
Q2 2021

Aug 12, 2021
BUY
$67.52 - $70.92 $32,477 - $34,112
481 Added 3.59%
13,865 $980,000
Q1 2021

Apr 30, 2021
BUY
$63.86 - $67.38 $854,702 - $901,813
13,384 New
13,384 $896,000

Others Institutions Holding AOA

# of Institutions
337
Shares Held
8.19M
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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