Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 27,631 shares of AOA stock, worth $2.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

27,631

Previous 26,921 2.64%

Holding current value

$2.04 Million

Previous $2.06 Million 2.47%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$75.7 - $80.01 $53,747 - $56,807	710 Added 2.64%	27,631 $2.11 Million
Q4 2024 Jan 14, 2025	SELL	$76.61 - $79.88 $7,507 - $7,828	-98 Reduced 0.36%	26,921 $2.06 Million
Q3 2024 Oct 11, 2024	BUY	$72.11 - $79.05 $12,042 - $13,201	167 Added 0.62%	27,019 $2.13 Million
Q2 2024 Jul 11, 2024	BUY	$70.02 - $75.08 $22,546 - $24,175	322 Added 1.21%	26,852 $2.01 Million
Q1 2024 May 02, 2024	SELL	$67.75 - $73.5 $95,324 - $103,414	-1,407 Reduced 5.04%	26,530 $1.95 Million
Q4 2023 Jan 16, 2024	BUY	$60.96 - $69.28 $20,909 - $23,763	343 Added 1.24%	27,937 $1.93 Million
Q3 2023 Oct 13, 2023	SELL	$63.24 - $67.72 $96,504 - $103,340	-1,526 Reduced 5.24%	27,594 $1.75 Million
Q2 2023 Jul 14, 2023	BUY	$63.04 - $66.51 $105,970 - $111,803	1,681 Added 6.13%	29,120 $1.93 Million
Q1 2023 Apr 12, 2023	BUY	$59.87 - $64.81 $175,718 - $190,217	2,935 Added 11.98%	27,439 $1.74 Million
Q4 2022 Jan 19, 2023	BUY	$55.07 - $62.69 $10,077 - $11,472	183 Added 0.75%	24,504 $0
Q3 2022 Oct 12, 2022	BUY	$55.45 - $64.54 $23,954 - $27,881	432 Added 1.81%	24,321 $1.35 Million
Q2 2022 Jul 08, 2022	BUY	$58.69 - $69.52 $377,552 - $447,222	6,433 Added 36.85%	23,889 $1.43 Million
Q1 2022 Apr 27, 2022	BUY	$65.0 - $73.15 $451,035 - $507,587	6,939 Added 65.98%	17,456 $1.2 Million
Q4 2021 Jan 26, 2022	BUY	$69.49 - $73.61 $132,656 - $140,521	1,909 Added 22.18%	10,517 $766,000
Q3 2021 Nov 02, 2021	BUY	$69.28 - $72.77 $596,362 - $626,404	8,608 New	8,608 $601,000

Others Institutions Holding AOA

# of Institutions

370

Shares Held

10M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Core Aggressive All Transaction History