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

Summit Trail Advisors, LLC

  • $3.97 Billion
  • Q3 2024

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 3,157 shares of AOA stock, worth $248,866. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,157
Previous 3,000 5.23%
Holding current value
$248,866
Previous $224,000 11.16%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
344
Shares Held
8.4M
Call Options Held
0
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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