Clearstead Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Clearstead Advisors, LLC holds 62,002 shares of AOA stock, worth $5.51 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

62,002

Previous 62,519 0.83%

Holding current value

$5.51 Million

Previous $5.21 Million 4.79%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$82.71 - $88.14 $42,761 - $45,568	-517 Reduced 0.83%	62,002 $5.46 Million
Q2 2025 Aug 08, 2025	SELL	$69.46 - $83.4 $42,926 - $51,541	-618 Reduced 0.98%	62,519 $5.21 Million
Q1 2025 May 13, 2025	BUY	$75.7 - $80.01 $38,001 - $40,165	502 Added 0.8%	63,137 $4.83 Million
Q4 2024 Feb 10, 2025	BUY	$76.61 - $79.88 $227,225 - $236,924	2,966 Added 4.97%	62,635 $4.8 Million
Q3 2024 Nov 13, 2024	BUY	$72.11 - $79.05 $20,407 - $22,371	283 Added 0.48%	59,669 $4.71 Million

Q2 2024 Aug 09, 2024	BUY	$70.02 - $75.08 $4.15 Million - $4.45 Million	59,226 Added 37016.25%	59,386 $4.44 Million
Q1 2024 May 14, 2024	BUY	$67.75 - $73.5 $10,840 - $11,760	160 New	160 $11,000

Others Institutions Holding AOA

# of Institutions

413

Shares Held

9.3M

Call Options Held

4.9K

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
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Clearstead Advisors, LLC Ishares Tr Core Aggressive All Transaction History