A detailed history of Zrc Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 817 shares of AOR stock, worth $47,974. This represents 0.02% of its overall portfolio holdings.

Number of Shares
817
Previous 811 0.74%
Holding current value
$47,974
Previous $45.7 Million 5.97%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

BUY
$55.15 - $59.31 $330 - $355
6 Added 0.74%
817 $48.4 Million
Q2 2024

Jul 08, 2024

BUY
$53.33 - $56.61 $213 - $226
4 Added 0.5%
811 $45.7 Million
Q1 2024

Apr 19, 2024

BUY
$52.25 - $55.68 $8,830 - $9,409
169 Added 26.49%
807 $45 Million
Q3 2023

Oct 10, 2023

SELL
$49.22 - $52.2 $6,890 - $7,308
-140 Reduced 17.99%
638 $31.5 Million
Q2 2023

Jul 06, 2023

BUY
$49.42 - $51.49 $148 - $154
3 Added 0.39%
778 $40 Million
Q1 2023

May 04, 2023

BUY
$47.5 - $50.91 $36,812 - $39,455
775 New
775 $38.8 Million

Others Institutions Holding AOR

About ISHARES TR CORE GROWTH ALLOCAT


  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
Track This Portfolio

Track Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, 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 Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.