Naples Global Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Naples Global Advisors, LLC

  • $1.13 Billion
  • Q2 2025

A detailed history of Naples Global Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Naples Global Advisors, LLC holds 2,701 shares of AOA stock, worth $233,663. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,701
Previous 2,701 -0.0%
Holding current value
$233,663
Previous $206,000 9.22%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$75.7 - $80.01 $1,892 - $2,000
-25 Reduced 0.92%
2,701 $206,000
Q4 2024

Jan 29, 2025
SELL
$76.61 - $79.88 $26,277 - $27,398
-343 Reduced 11.18%
2,726 $208,000
Q4 2023

Jan 11, 2024
SELL
$60.96 - $69.28 $6,522 - $7,412
-107 Reduced 3.37%
3,069 $211,000
Q3 2023

Oct 16, 2023
SELL
$63.24 - $67.72 $402,396 - $430,902
-6,363 Reduced 66.71%
3,176 $201,000
Q2 2023

Jul 17, 2023
SELL
$63.04 - $66.51 $18,281 - $19,287
-290 Reduced 2.95%
9,539 $632,000
Q1 2023

Apr 17, 2023
SELL
$59.87 - $64.81 $236,007 - $255,481
-3,942 Reduced 28.63%
9,829 $625,000
Q4 2022

Jan 20, 2023
SELL
$55.07 - $62.69 $549,268 - $625,270
-9,974 Reduced 42.0%
13,771 $0
Q3 2022

Oct 20, 2022
SELL
$55.45 - $64.54 $170,786 - $198,783
-3,080 Reduced 11.48%
23,745 $1.32 Million
Q2 2022

Aug 11, 2022
BUY
$58.69 - $69.52 $1.57 Million - $1.86 Million
26,825 New
26,825 $1.61 Million

Others Institutions Holding AOA

# of Institutions
389
Shares Held
9.56M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
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