Summit Trail Advisors, LLC Ishares Tr Core Aggressive All Transaction History

Summit Trail Advisors, LLC

$7.06 Billion
Q3 2025

A detailed history of Summit Trail Advisors, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 3,674 shares of AOA stock, worth $326,287. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,674

Previous 3,315 10.83%

Holding current value

$326,287

Previous $276,000 17.03%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$82.71 - $88.14 $29,692 - $31,642	359 Added 10.83%	3,674 $323,000
Q2 2025 Aug 14, 2025	BUY	$69.46 - $83.4 $230,259 - $276,471	3,315 New	3,315 $276,000
Q3 2024 Nov 12, 2024	BUY	$72.11 - $79.05 $11,321 - $12,410	157 Added 5.23%	3,157 $249,000
Q4 2023 Feb 06, 2024	BUY	$60.96 - $69.28 $182,880 - $207,840	3,000 New	3,000 $207,000
Q2 2022 Aug 09, 2022	SELL	$58.69 - $69.52 $176,070 - $208,560	-3,000 Closed	0 $0

Q1 2021 May 17, 2021	SELL	$63.86 - $67.38 $10.2 Million - $10.8 Million	-159,720 Reduced 98.16%	3,000 $201,000
Q1 2018 May 21, 2018	BUY	$52.32 - $56.92 $8.36 Million - $9.09 Million	159,720 Added 5324.0%	162,720 $163,000
Q4 2017 Feb 14, 2018	BUY	$53.61 - $55.82 $160,830 - $167,460	3,000	3,000 $170,000

Others Institutions Holding AOA

# of Institutions

417

Shares Held

9.26M

Call Options Held

4.9K

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Summit Trail Advisors, LLC Ishares Tr Core Aggressive All Transaction History