Moss Adams Wealth Advisors LLC Ishares Tr Core Growth Allocat Transaction History

Moss Adams Wealth Advisors LLC

  • $946 Billion
  • Q4 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 11,156 shares of AOR stock, worth $641,916. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,156
Previous 10,998 1.44%
Holding current value
$641,916
Previous $652 Million 1.85%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$57.32 - $59.66 $9,056 - $9,426
158 Added 1.44%
11,156 $639 Million
Q3 2024

Oct 17, 2024
BUY
$55.15 - $59.31 $15,276 - $16,428
277 Added 2.58%
10,998 $652 Million
Q2 2024

Jul 23, 2024
BUY
$53.33 - $56.61 $106 - $113
2 Added 0.02%
10,721 $604 Million
Q1 2024

May 07, 2024
BUY
$52.25 - $55.68 $284,396 - $303,066
5,443 Added 103.17%
10,719 $597 Million
Q4 2023

Feb 06, 2024
BUY
$47.73 - $53.4 $40,665 - $45,496
852 Added 19.26%
5,276 $281 Million
Q3 2023

Dec 20, 2023
BUY
$49.22 - $52.2 $217,749 - $230,932
4,424 New
4,424 $219 Million

Others Institutions Holding AOR

# of Institutions
368
Shares Held
14.4M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES TR CORE GROWTH ALLOCAT

AOR Quotes by TradingView
  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
Track This Portfolio

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email