A detailed history of Altrius Capital Management Inc transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Altrius Capital Management Inc holds 3,414 shares of AOA stock, worth $266,326. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,414
Previous 3,412 0.06%
Holding current value
$266,326
Previous $250,000 2.0%
% of portfolio
0.07%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$70.02 - $75.08 $140 - $150
2 Added 0.06%
3,414 $255,000
Q1 2024

May 13, 2024

BUY
$67.75 - $73.5 $6,097 - $6,615
90 Added 2.71%
3,412 $250,000
Q4 2023

Feb 05, 2024

SELL
$60.96 - $69.28 $2,011 - $2,286
-33 Reduced 0.98%
3,322 $229,000
Q3 2023

Oct 30, 2023

SELL
$63.24 - $67.72 $6,513 - $6,975
-103 Reduced 2.98%
3,355 $213,000
Q2 2023

Aug 10, 2023

SELL
$63.04 - $66.51 $42,173 - $44,495
-669 Reduced 16.21%
3,458 $229,000
Q1 2023

May 15, 2023

SELL
$59.87 - $64.81 $49,991 - $54,116
-835 Reduced 16.83%
4,127 $262,000
Q4 2022

Feb 07, 2023

SELL
$55.07 - $62.69 $29,958 - $34,103
-544 Reduced 9.88%
4,962 $296,000
Q3 2022

Nov 08, 2022

SELL
$55.45 - $64.54 $128,588 - $149,668
-2,319 Reduced 29.64%
5,506 $305,000
Q2 2022

Aug 09, 2022

BUY
$58.69 - $69.52 $459,249 - $543,994
7,825 New
7,825 $468,000

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


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