Aveo Capital Partners, LLC Ishares Tr Core Aggressive All Transaction History

Aveo Capital Partners, LLC

$0
Q3 2025

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$76.61 - $79.88 $169,308 - $176,534	2,210 Added 3.42%	66,915 $5.13 Million
Q3 2024 Nov 12, 2024	BUY	$72.11 - $79.05 $210,489 - $230,746	2,919 Added 4.72%	64,705 $5.11 Million
Q2 2024 Aug 02, 2024	BUY	$70.02 - $75.08 $216,151 - $231,771	3,087 Added 5.26%	61,786 $4.62 Million
Q1 2024 May 06, 2024	BUY	$67.75 - $73.5 $191,190 - $207,417	2,822 Added 5.05%	58,699 $4.31 Million
Q4 2023 Feb 06, 2024	BUY	$60.96 - $69.28 $70,957 - $80,641	1,164 Added 2.13%	55,877 $3.86 Million

Q3 2023 Nov 06, 2023	BUY	$63.24 - $67.72 $103,650 - $110,993	1,639 Added 3.09%	54,713 $3.47 Million
Q2 2023 Aug 08, 2023	BUY	$63.04 - $66.51 $140,642 - $148,383	2,231 Added 4.39%	53,074 $3.52 Million
Q1 2023 May 03, 2023	SELL	$59.87 - $64.81 $94,355 - $102,140	-1,576 Reduced 3.01%	50,843 $3.23 Million
Q4 2022 Feb 03, 2023	SELL	$55.07 - $62.69 $94,775 - $107,889	-1,721 Reduced 3.18%	52,419 $3.13 Million
Q3 2022 Nov 09, 2022	SELL	$55.45 - $64.54 $47,021 - $54,729	-848 Reduced 1.54%	54,140 $3 Million
Q2 2022 Aug 05, 2022	SELL	$58.69 - $69.52 $218,737 - $259,101	-3,727 Reduced 6.35%	54,988 $3.29 Million
Q1 2022 May 13, 2022	BUY	$65.0 - $73.15 $159,055 - $178,998	2,447 Added 4.35%	58,715 $4.05 Million
Q4 2021 Feb 11, 2022	BUY	$69.49 - $73.61 $75,396 - $79,866	1,085 Added 1.97%	56,268 $4.1 Million
Q3 2021 Nov 12, 2021	SELL	$69.28 - $72.77 $9,629 - $10,115	-139 Reduced 0.25%	55,183 $3.85 Million
Q2 2021 Aug 13, 2021	BUY	$67.52 - $70.92 $268,729 - $282,261	3,980 Added 7.75%	55,322 $3.91 Million
Q1 2021 May 11, 2021	BUY	$63.86 - $67.38 $3.28 Million - $3.46 Million	51,342 New	51,342 $3.44 Million
Q4 2020 Feb 10, 2021	SELL	$56.73 - $64.27 $2.3 Million - $2.61 Million	-40,552 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$55.0 - $60.45 $2.23 Million - $2.45 Million	40,552 New	40,552 $2.35 Million
Q2 2020 Aug 12, 2020	SELL	$46.01 - $56.68 $1.85 Million - $2.28 Million	-40,152 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$42.55 - $59.41 $233,003 - $325,329	5,476 Added 15.79%	40,152 $1.91 Million
Q4 2019 Feb 06, 2020	BUY	$53.52 - $58.4 $231,045 - $252,112	4,317 Added 14.22%	34,676 $2.01 Million
Q3 2019 Nov 07, 2019	BUY	$52.61 - $55.45 $48,559 - $51,180	923 Added 3.14%	30,359 $1.72 Million
Q2 2019 Aug 06, 2019	BUY	$52.38 - $55.24 $193,072 - $203,614	3,686 Added 14.31%	29,436 $1.63 Million
Q1 2019 May 07, 2019	BUY	$47.96 - $53.89 $23,308 - $26,190	486 Added 1.92%	25,750 $1.38 Million
Q4 2018 Feb 11, 2019	BUY	$47.04 - $54.74 $181,715 - $211,460	3,863 Added 18.05%	25,264 $1.23 Million
Q3 2018 Nov 09, 2018	BUY	$52.65 - $55.0 $68,497 - $71,555	1,301 Added 6.47%	21,401 $1.11 Million
Q2 2018 Aug 14, 2018	BUY	$52.7 - $54.7 $30,513 - $31,671	579 Added 2.97%	20,100 $1.07 Million
Q1 2018 May 11, 2018	BUY	$52.32 - $56.92 $57,290 - $62,327	1,095 Added 5.94%	19,521 $1.04 Million
Q4 2017 Feb 05, 2018	BUY	$53.61 - $55.82 $49,106 - $51,131	916 Added 5.23%	18,426 $993,000
Q3 2017 Nov 14, 2017	BUY	$53.19 - $53.58 $931,356 - $938,185	17,510	17,510 $938,000

Others Institutions Holding AOA

# of Institutions

412

Shares Held

9.28M

Call Options Held

4.9K

Put Options Held

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$195 Million
1.06% of portfolio
Rockefeller Capital Management L.P. New York, NY

544K
Shares

$48.3 Million
0.1% of portfolio
Assetmark, Inc

243K
Shares

$21.6 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

199K
Shares

$17.7 Million
0.01% of portfolio
Mesirow Financial Investment Management, Inc.

155K
Shares

$13.8 Million
0.26% of portfolio

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