United Capital Financial Advisers, LLC Ishares Tr Core Aggressive All Transaction History

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 14,470 shares of AOA stock, worth $1.27 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,470
Previous 13,971 3.57%
Holding current value
$1.27 Million
Previous $1.07 Million 12.92%
% of portfolio
0.01%
Previous 0.01%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$69.46 - $83.4 $34,660 - $41,616
499 Added 3.57%
14,470 $1.21 Million
Q1 2025

May 13, 2025
BUY
$75.7 - $80.01 $76,759 - $81,130
1,014 Added 7.83%
13,971 $1.07 Million
Q4 2024

Feb 13, 2025
BUY
$76.61 - $79.88 $81,129 - $84,592
1,059 Added 8.9%
12,957 $992,000
Q3 2024

Nov 12, 2024
SELL
$72.11 - $79.05 $5,913 - $6,482
-82 Reduced 0.68%
11,898 $938,000
Q2 2024

Aug 14, 2024
BUY
$70.02 - $75.08 $28,358 - $30,407
405 Added 3.5%
11,980 $895,000
Q1 2024

May 15, 2024
BUY
$67.75 - $73.5 $24,796 - $26,901
366 Added 3.27%
11,575 $850,000
Q4 2023

Feb 14, 2024
SELL
$60.96 - $69.28 $131,795 - $149,783
-2,162 Reduced 16.17%
11,209 $773,000
Q3 2023

Nov 14, 2023
SELL
$63.24 - $67.72 $23,967 - $25,665
-379 Reduced 2.76%
13,371 $848,000
Q2 2023

Aug 14, 2023
BUY
$63.04 - $66.51 $61,400 - $64,780
974 Added 7.62%
13,750 $912,000
Q1 2023

Aug 14, 2023
SELL
$59.87 - $64.81 $58,313 - $63,124
-974 Reduced 7.08%
12,776 $812,000
Q1 2023

May 15, 2023
BUY
$59.87 - $64.81 $67,892 - $73,494
1,134 Added 9.74%
12,776 $812,000
Q4 2022

Feb 14, 2023
BUY
$55.07 - $62.69 $95,271 - $108,453
1,730 Added 17.45%
11,642 $695,000
Q3 2022

Nov 14, 2022
BUY
$55.45 - $64.54 $97,481 - $113,461
1,758 Added 21.56%
9,912 $550,000
Q2 2022

Aug 11, 2022
BUY
$58.69 - $69.52 $49,534 - $58,674
844 Added 11.55%
8,154 $488,000
Q1 2022

May 16, 2022
BUY
$65.0 - $73.15 $49,855 - $56,106
767 Added 11.72%
7,310 $504,000
Q4 2021

Feb 14, 2022
BUY
$69.49 - $73.61 $19,179 - $20,316
276 Added 4.4%
6,543 $476,000
Q3 2021

Nov 15, 2021
BUY
$69.28 - $72.77 $8,521 - $8,950
123 Added 2.0%
6,267 $437,000
Q2 2021

Aug 13, 2021
SELL
$67.52 - $70.92 $105,938 - $111,273
-1,569 Reduced 20.34%
6,144 $434,000
Q1 2021

May 14, 2021
SELL
$63.86 - $67.38 $78,930 - $83,281
-1,236 Reduced 13.81%
7,713 $516,000
Q4 2020

Feb 17, 2021
SELL
$56.73 - $64.27 $652,678 - $739,426
-11,505 Reduced 56.25%
8,949 $574,000
Q3 2020

Nov 13, 2020
BUY
$55.0 - $60.45 $142,285 - $156,384
2,587 Added 14.48%
20,454 $1.19 Million
Q2 2020

Aug 13, 2020
SELL
$46.01 - $56.68 $55,810 - $68,752
-1,213 Reduced 6.36%
17,867 $981,000
Q1 2020

May 15, 2020
BUY
$42.55 - $59.41 $10,424 - $14,555
245 Added 1.3%
19,080 $906,000
Q4 2019

Feb 14, 2020
BUY
$53.52 - $58.4 $19,427 - $21,199
363 Added 1.97%
18,835 $1.09 Million
Q3 2019

Nov 14, 2019
SELL
$52.61 - $55.45 $33,459 - $35,266
-636 Reduced 3.33%
18,472 $1.01 Million
Q2 2019

Aug 13, 2019
BUY
$52.38 - $55.24 $240,424 - $253,551
4,590 Added 31.62%
19,108 $1.05 Million
Q1 2019

May 14, 2019
SELL
$47.96 - $53.89 $126,614 - $142,269
-2,640 Reduced 15.39%
14,518 $774,000
Q4 2018

Feb 14, 2019
BUY
$47.04 - $54.74 $129,124 - $150,261
2,745 Added 19.05%
17,158 $833,000
Q2 2018

Aug 14, 2018
SELL
$52.7 - $54.7 $41,422 - $42,994
-786 Reduced 5.17%
14,413 $770,000
Q1 2018

May 15, 2018
SELL
$52.32 - $56.92 $97,210 - $105,757
-1,858 Reduced 10.89%
15,199 $813,000
Q3 2017

Nov 14, 2017
SELL
$53.19 - $53.58 $10,638 - $10,716
-200 Reduced 1.16%
17,057 $914,000
Q2 2017

Aug 14, 2017
BUY
N/A
17,257
17,257 $894,000

Others Institutions Holding AOA

# of Institutions
388
Shares Held
9.54M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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