Aveo Capital Partners, LLC Ishares Tr Core Moderate Alloc Transaction History

Aveo Capital Partners, LLC

$0
Q4 2025

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$43.44 - $45.05 $46,133 - $47,843	1,062 Added 2.57%	42,455 $1.84 Million
Q3 2024 Nov 12, 2024	BUY	$42.66 - $45.18 $90,823 - $96,188	2,129 Added 5.42%	41,393 $1.87 Million
Q2 2024 Aug 02, 2024	SELL	$41.17 - $43.25 $9,798 - $10,293	-238 Reduced 0.6%	39,264 $1.69 Million
Q1 2024 May 06, 2024	BUY	$40.86 - $42.78 $51,320 - $53,731	1,256 Added 3.28%	39,502 $1.69 Million
Q4 2023 Feb 06, 2024	BUY	$37.83 - $41.78 $31,777 - $35,095	840 Added 2.25%	38,246 $1.59 Million

Q3 2023 Nov 06, 2023	SELL	$38.81 - $40.84 $38,848 - $40,880	-1,001 Reduced 2.61%	37,406 $1.46 Million
Q2 2023 Aug 08, 2023	BUY	$39.32 - $40.55 $85,481 - $88,155	2,174 Added 6.0%	38,407 $1.55 Million
Q1 2023 May 03, 2023	SELL	$38.2 - $40.45 $183,283 - $194,079	-4,798 Reduced 11.69%	36,233 $1.44 Million
Q4 2022 Feb 03, 2023	BUY	$36.07 - $39.57 $26,980 - $29,598	748 Added 1.86%	41,031 $1.56 Million
Q3 2022 Nov 09, 2022	SELL	$36.57 - $40.81 $10,824 - $12,079	-296 Reduced 0.73%	40,283 $1.48 Million
Q2 2022 Aug 05, 2022	SELL	$38.3 - $43.06 $62,620 - $70,403	-1,635 Reduced 3.87%	40,579 $1.58 Million
Q1 2022 May 13, 2022	SELL	$41.74 - $45.45 $12,355 - $13,453	-296 Reduced 0.7%	42,214 $1.81 Million
Q4 2021 Feb 11, 2022	SELL	$44.53 - $46.0 $253,999 - $262,384	-5,704 Reduced 11.83%	42,510 $1.93 Million
Q3 2021 Nov 12, 2021	BUY	$44.74 - $45.93 $58,430 - $59,984	1,306 Added 2.78%	48,214 $2.16 Million
Q2 2021 Aug 13, 2021	BUY	$43.8 - $45.14 $225,964 - $232,877	5,159 Added 12.36%	46,908 $2.11 Million
Q1 2021 May 11, 2021	BUY	$42.87 - $44.08 $1.79 Million - $1.84 Million	41,749 New	41,749 $1.82 Million
Q4 2020 Feb 10, 2021	SELL	$40.42 - $43.32 $1.54 Million - $1.65 Million	-38,091 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$39.91 - $42.11 $1.52 Million - $1.6 Million	38,091 New	38,091 $1.56 Million
Q2 2020 Aug 12, 2020	SELL	$35.99 - $40.49 $1.29 Million - $1.45 Million	-35,775 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$34.02 - $40.94 $57,970 - $69,761	1,704 Added 5.0%	35,775 $1.31 Million
Q4 2019 Feb 06, 2020	BUY	$38.71 - $40.3 $93,755 - $97,606	2,422 Added 7.65%	34,071 $1.37 Million
Q3 2019 Nov 07, 2019	BUY	$38.32 - $39.31 $221,412 - $227,133	5,778 Added 22.33%	31,649 $1.26 Million
Q2 2019 Aug 06, 2019	BUY	$37.75 - $39.08 $158,512 - $164,096	4,199 Added 19.38%	25,871 $1.01 Million
Q1 2019 May 07, 2019	BUY	$35.53 - $38.06 $145,708 - $156,084	4,101 Added 23.34%	21,672 $825,000
Q4 2018 Feb 11, 2019	SELL	$35.24 - $37.92 $23,540 - $25,330	-668 Reduced 3.66%	17,571 $627,000
Q3 2018 Nov 09, 2018	SELL	$37.2 - $38.08 $151,366 - $154,947	-4,069 Reduced 18.24%	18,239 $666,000
Q2 2018 Aug 14, 2018	BUY	$37.34 - $37.89 $46,413 - $47,097	1,243 Added 5.9%	22,308 $837,000
Q1 2018 May 11, 2018	BUY	$37.16 - $39.0 $46,970 - $49,296	1,264 Added 6.38%	21,065 $796,000
Q4 2017 Feb 05, 2018	BUY	$37.87 - $38.74 $38,665 - $39,553	1,021 Added 5.44%	19,801 $753,000
Q3 2017 Nov 14, 2017	BUY	$37.81 - $37.97 $710,071 - $713,076	18,780	18,780 $713,000

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11.8M

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