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 3,511 shares of AOA stock, worth $273,155. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,511
Previous 3,768 6.82%
Holding current value
$273,155
Previous $281,000 1.42%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR CORE AGGRESSIVE ALL


  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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