Sage View Advisory Group, LLC Ishares Tr Core Growth Allocat Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 7,636 shares of AOR stock, worth $451,134. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,636

Previous 11,562 33.96%

Holding current value

$451,134

Previous $651 Million 30.53%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$55.15 - $59.31 $216,518 - $232,851	-3,926 Reduced 33.96%	7,636 $452 Million
Q2 2024 Aug 14, 2024	BUY	$53.33 - $56.61 $616,601 - $654,524	11,562 New	11,562 $651 Million
Q4 2023 Feb 09, 2024	SELL	$47.73 - $53.4 $39,663 - $44,375	-831 Reduced 5.96%	13,103 $700 Million
Q3 2023 Nov 02, 2023	SELL	$49.22 - $52.2 $1,673 - $1,774	-34 Reduced 0.24%	13,934 $688 Million
Q2 2023 Aug 11, 2023	SELL	$49.42 - $51.49 $20,608 - $21,471	-417 Reduced 2.9%	13,968 $719 Million
Q1 2023 May 01, 2023	SELL	$47.5 - $50.91 $70,157 - $75,194	-1,477 Reduced 9.31%	14,385 $720 Million
Q4 2022 Feb 14, 2023	BUY	$44.27 - $49.42 $702,210 - $783,900	15,862 New	15,862 $748 Million

Others Institutions Holding AOR

# of Institutions

367

Shares Held

14.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Account

Sage View Advisory Group, LLC Ishares Tr Core Growth Allocat Transaction History