Cape Investment Advisory, Inc. Ishares Tr Core Aggressive All Transaction History

Cape Investment Advisory, Inc.

  • $247 Billion
  • Q3 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 6,040 shares of AOA stock, worth $469,912. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,040
Previous 6,033 0.12%
Holding current value
$469,912
Previous $451 Million 5.64%
% of portfolio
0.19%
Previous 0.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$72.11 - $79.05 $504 - $553
7 Added 0.12%
6,040 $477 Million
Q2 2024

Aug 14, 2024
SELL
$70.02 - $75.08 $350 - $375
-5 Reduced 0.08%
6,033 $451 Million
Q1 2024

Jun 21, 2024
SELL
$67.75 - $73.5 $4,065 - $4,410
-60 Reduced 0.98%
6,038 $444 Million
Q4 2023

Feb 12, 2024
BUY
$60.96 - $69.28 $54,437 - $61,867
893 Added 17.16%
6,098 $421 Million
Q3 2023

Nov 06, 2023
BUY
$63.24 - $67.72 $63 - $67
1 Added 0.02%
5,205 $331 Million
Q2 2023

Oct 12, 2023
SELL
$63.04 - $66.51 $252 - $266
-4 Reduced 0.08%
5,204 $345 Million
Q1 2023

Oct 12, 2023
BUY
$59.87 - $64.81 $311,802 - $337,530
5,208 New
5,208 $331 Million

Others Institutions Holding AOA

# of Institutions
339
Shares Held
8.21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email