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

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

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 12,957 shares of AOA stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,957

Previous 11,898 8.9%

Holding current value

$1.03 Million

Previous $938,000 5.76%

% of portfolio

0.01%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

369

Shares Held

9.97M

Call Options Held

Put Options Held

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