Klingman & Associates, LLC Ishares Tr Core Aggressive All Transaction History

Klingman & Associates, LLC

  • $1.97 Billion
  • Q3 2025

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Klingman & Associates, LLC holds 7,254 shares of AOA stock, worth $644,227. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,254
Previous 7,254 -0.0%
Holding current value
$644,227
Previous $604,000 5.79%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$69.46 - $83.4 $81,615 - $97,995
1,175 Added 19.33%
7,254 $604,000
Q4 2024

Jan 31, 2025
BUY
$76.61 - $79.88 $36,389 - $37,943
475 Added 8.48%
6,079 $465,000
Q3 2023

Oct 30, 2023
BUY
$63.24 - $67.72 $354,396 - $379,502
5,604 New
5,604 $355,000

Others Institutions Holding AOA

# of Institutions
413
Shares Held
9.3M
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
  • Industry ETFs
More about AOA
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