Concurrent Investment Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,435 shares of AOA stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,435
Previous 11,337 0.86%
Holding current value
$1.02 Million
Previous $946 Million 6.59%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$82.71 - $88.14 $8,105 - $8,637
98 Added 0.86%
11,435 $1.01 Billion
Q2 2025

Jul 25, 2025
BUY
$69.46 - $83.4 $787,468 - $945,505
11,337 New
11,337 $946 Million
Q4 2024

Feb 03, 2025
SELL
$76.61 - $79.88 $2,068 - $2,156
-27 Reduced 0.67%
4,014 $308 Million
Q3 2024

Oct 30, 2024
BUY
$72.11 - $79.05 $44,131 - $48,378
612 Added 17.85%
4,041 $319 Million
Q2 2024

Jul 30, 2024
BUY
$70.02 - $75.08 $240,098 - $257,449
3,429 New
3,429 $256 Million

Others Institutions Holding AOA

# of Institutions
413
Shares Held
9.29M
Call Options Held
4.9K
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
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