Halbert Hargrove Global Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Halbert Hargrove Global Advisors, LLC

$2.02 Billion
Q3 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 3,602 shares of AOA stock, worth $319,893. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,602

Previous 3,595 0.19%

Holding current value

$319,893

Previous $299,000 6.02%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$82.71 - $88.14 $578 - $616	7 Added 0.19%	3,602 $317,000
Q2 2025 Jul 17, 2025	SELL	$69.46 - $83.4 $15,975 - $19,182	-230 Reduced 6.01%	3,595 $299,000
Q1 2025 Apr 17, 2025	SELL	$75.7 - $80.01 $13,928 - $14,721	-184 Reduced 4.81%	3,641 $278,000
Q4 2024 Jul 17, 2025	BUY	$76.61 - $79.88 $14,096 - $14,697	184 Added 5.05%	3,825 $293,000
Q4 2024 Feb 05, 2025	BUY	$76.61 - $79.88 $24,055 - $25,082	314 Added 8.94%	3,825 $293,000

Q3 2024 Oct 16, 2024	SELL	$72.11 - $79.05 $18,532 - $20,315	-257 Reduced 6.82%	3,511 $277,000
Q2 2024 Jul 26, 2024	SELL	$70.02 - $75.08 $22,406 - $24,025	-320 Reduced 7.83%	3,768 $281,000
Q1 2024 Apr 17, 2024	SELL	$67.75 - $73.5 $8,130 - $8,820	-120 Reduced 2.85%	4,088 $300,000
Q4 2023 Jan 23, 2024	BUY	$60.96 - $69.28 $35,844 - $40,736	588 Added 16.24%	4,208 $290,000
Q3 2023 Oct 13, 2023	BUY	$63.24 - $67.72 $20,110 - $21,534	318 Added 9.63%	3,620 $229,000
Q2 2023 Aug 14, 2023	BUY	$63.04 - $66.51 $1,386 - $1,463	22 Added 0.67%	3,302 $219,000
Q1 2023 Apr 25, 2023	SELL	$59.87 - $64.81 $9,698 - $10,499	-162 Reduced 4.71%	3,280 $208,000
Q4 2022 Jan 25, 2023	BUY	$55.07 - $62.69 $189,550 - $215,778	3,442 New	3,442 $0
Q1 2022 May 13, 2022	SELL	$65.0 - $73.15 $191,360 - $215,353	-2,944 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$69.49 - $73.61 $204,578 - $216,707	2,944 New	2,944 $214,000

Others Institutions Holding AOA

# of Institutions

413

Shares Held

9.29M

Call Options Held

4.9K

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

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Halbert Hargrove Global Advisors, LLC Ishares Tr Core Aggressive All Transaction History