ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 28,541 Value ($000) $2,556 Avg Close — Range —
Q3 2025
Shares 13,353 Value ($000) $1,177 Avg Close — Range —
Q2 2025
Shares 18,798 Value ($000) $1,568 Avg Close — Range —
Q1 2025
Shares 13,510 Value ($000) $1,034 Avg Close — Range —
Q4 2024
Shares 13,267 Value ($000) $1,016 Avg Close — Range —
Q3 2024
Shares 13,473 Value ($000) $1,063 Avg Close — Range —
Q2 2024
Shares 13,554 Value ($000) $1,014 Avg Close — Range —
Q1 2024
Shares 12,388 Value ($000) $910 Avg Close — Range —
Q4 2023
Shares 12,018 Value ($000) $830 Avg Close — Range —
Q3 2023
Shares 10,661 Value ($000) $677 Avg Close — Range —
Q2 2023
Shares 10,616 Value ($000) $704 Avg Close — Range —
Q1 2023
Shares 10,761 Value ($000) $684 Avg Close — Range —
Q4 2022
Shares 10,793 Value ($000) $645 Avg Close — Range —
Q3 2022
Shares 9,698 Value ($000) $538 Avg Close — Range —
Q2 2022
Shares 10,577 Value ($000) $633 Avg Close — Range —
Q1 2022
Shares 10,521 Value ($000) $725 Avg Close — Range —
Q4 2021
Shares 10,890 Value ($000) $793 Avg Close — Range —
Q3 2021
Shares 9,676 Value ($000) $675 Avg Close — Range —
Q2 2021
Shares 9,701 Value ($000) $685 Avg Close — Range —
Q1 2021
Shares 10,325 Value ($000) $691 Avg Close — Range —
Q4 2020
Shares 9,900 Value ($000) $635 Avg Close — Range —
Q3 2020
Shares 9,974 Value ($000) $579 Avg Close — Range —
Q2 2020
Shares 10,049 Value ($000) $551 Avg Close — Range —
Q1 2020
Shares 10,041 Value ($000) $477 Avg Close — Range —
Q4 2019
Shares 4,029 Value ($000) $234 Avg Close — Range —
Q2 2017
Shares 861 Value ($000) $45 Avg Close — Range —
Q1 2017
Shares 790 Value ($000) $39 Avg Close — Range —
Q4 2016
Shares 846 Value ($000) $40 Avg Close — Range —
Q3 2016
Shares 2,011 Value ($000) $95 Avg Close — Range —
Q2 2016
Shares 765 Value ($000) $35 Avg Close — Range —
Q1 2016
Shares 866 Value ($000) $39 Avg Close — Range —
Q4 2015
Shares 944 Value ($000) $42 Avg Close — Range —
Q3 2015
Shares 1,131 Value ($000) $49 Avg Close — Range —
Q1 2015
Shares 1,239 Value ($000) $59 Avg Close — Range —
Q4 2014
Shares 1,118 Value ($000) $52 Avg Close — Range —
Q3 2014
Shares 1,725 Value ($000) $79 Avg Close — Range —
Q2 2014
Shares 1,343 Value ($000) $63 Avg Close — Range —
Q1 2014
Shares 1,395 Value ($000) $63 Avg Close — Range —
Q4 2013
Shares 1,089 Value ($000) $49 Avg Close — Range —
Q3 2013
Shares 749 Value ($000) $31 Avg Close — Range —
Q2 2013
Shares 343 Value ($000) $14 Avg Close — Range —