Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Core Aggressive All Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.25 Billion
Q2 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 10,825 shares of AOA stock, worth $855,066. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,825

Previous 7,673 41.08%

Holding current value

$855,066

Previous $563,000 43.69%

% of portfolio

0.04%

Previous 0.03%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$70.02 - $75.08 $220,703 - $236,652	3,152 Added 41.08%	10,825 $809,000
Q1 2024 Apr 30, 2024	BUY	$67.75 - $73.5 $880 - $955	13 Added 0.17%	7,673 $563,000
Q4 2023 Jan 30, 2024	SELL	$60.96 - $69.28 $16,885 - $19,190	-277 Reduced 3.49%	7,660 $528,000
Q3 2023 Oct 17, 2023	SELL	$63.24 - $67.72 $29,216 - $31,286	-462 Reduced 5.5%	7,937 $503,000
Q2 2023 Jul 19, 2023	SELL	$63.04 - $66.51 $9,582 - $10,109	-152 Reduced 1.78%	8,399 $557,000
Q1 2023 May 10, 2023	BUY	$59.87 - $64.81 $17,901 - $19,378	299 Added 3.62%	8,551 $543,000
Q4 2022 Feb 14, 2023	SELL	$55.07 - $62.69 $13,657 - $15,547	-248 Reduced 2.92%	8,252 $493,000
Q3 2022 Oct 26, 2022	SELL	$55.45 - $64.54 $51,069 - $59,441	-921 Reduced 9.78%	8,500 $471,000
Q2 2022 Aug 10, 2022	BUY	$58.69 - $69.52 $1,291 - $1,529	22 Added 0.23%	9,421 $564,000
Q1 2022 May 13, 2022	SELL	$65.0 - $73.15 $182,130 - $204,966	-2,802 Reduced 22.97%	9,399 $647,000
Q4 2021 Feb 14, 2022	SELL	$69.49 - $73.61 $11,813 - $12,513	-170 Reduced 1.37%	12,201 $888,000
Q3 2021 Nov 02, 2021	SELL	$69.28 - $72.77 $181,998 - $191,166	-2,627 Reduced 17.52%	12,371 $863,000
Q2 2021 Jul 27, 2021	BUY	$67.52 - $70.92 $13,909 - $14,609	206 Added 1.39%	14,998 $1.06 Million
Q1 2021 May 11, 2021	SELL	$63.86 - $67.38 $97,003 - $102,350	-1,519 Reduced 9.31%	14,792 $990,000
Q4 2020 Feb 09, 2021	SELL	$56.73 - $64.27 $180,628 - $204,635	-3,184 Reduced 16.33%	16,311 $1.05 Million
Q3 2020 Oct 20, 2020	SELL	$55.0 - $60.45 $91,520 - $100,588	-1,664 Reduced 7.86%	19,495 $1.13 Million
Q2 2020 Jul 02, 2020	SELL	$46.01 - $56.68 $84,198 - $103,724	-1,830 Reduced 7.96%	21,159 $1.16 Million
Q1 2020 Apr 01, 2020	SELL	$42.55 - $59.41 $18,892 - $26,378	-444 Reduced 1.89%	22,989 $1.09 Million
Q4 2019 Feb 11, 2020	SELL	$53.52 - $58.4 $3,692 - $4,029	-69 Reduced 0.29%	23,433 $1.36 Million
Q3 2019 Oct 09, 2019	BUY	$52.61 - $55.45 $128,105 - $135,020	2,435 Added 11.56%	23,502 $1.29 Million
Q2 2019 Aug 14, 2019	BUY	$52.38 - $55.24 $11,261 - $11,876	215 Added 1.03%	21,067 $1.16 Million
Q1 2019 May 08, 2019	BUY	$47.96 - $53.89 $5,323 - $5,981	111 Added 0.54%	20,852 $1.12 Million
Q4 2018 Feb 13, 2019	BUY	$47.04 - $54.74 $1,740 - $2,025	37 Added 0.18%	20,741 $1.01 Million
Q3 2018 Nov 14, 2018	BUY	$52.65 - $55.0 $26,009 - $27,170	494 Added 2.44%	20,704 $1.13 Million
Q2 2018 Aug 16, 2018	BUY	$52.7 - $54.7 $55,124 - $57,216	1,046 Added 5.46%	20,210 $1.08 Million
Q1 2018 May 15, 2018	SELL	$52.32 - $56.92 $87,165 - $94,828	-1,666 Reduced 8.0%	19,164 $1.03 Million
Q4 2017 Feb 08, 2018	SELL	$53.61 - $55.82 $25,893 - $26,961	-483 Reduced 2.27%	20,830 $112,000
Q3 2017 Nov 08, 2017	SELL	$53.19 - $53.58 $25,797 - $25,986	-485 Reduced 2.22%	21,313 $1.14 Million
Q2 2017 Aug 15, 2017	BUY	N/A	21,798	21,798 $1.13 Million

Others Institutions Holding AOA

# of Institutions

336

Shares Held

8.2M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Core Aggressive All Transaction History