Wealth Forward, LLC Ishares Tr Core Growth Allocat Transaction History

Wealth Forward, LLC

  • $143 Billion
  • Q3 2024

A detailed history of Wealth Forward, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Wealth Forward, LLC holds 103,788 shares of AOR stock, worth $6.07 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares
103,788
Previous 100,980 2.78%
Holding current value
$6.07 Million
Previous $5.69 Billion 8.11%
% of portfolio
4.31%
Previous 4.44%

Shares

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

Oct 28, 2024
BUY
$55.15 - $59.31 $154,861 - $166,542
2,808 Added 2.78%
103,788 $6.15 Billion
Q2 2024

Jul 19, 2024
SELL
$53.33 - $56.61 $142,124 - $150,865
-2,665 Reduced 2.57%
100,980 $5.69 Billion
Q1 2024

May 07, 2024
BUY
$52.25 - $55.68 $70,015 - $74,611
1,340 Added 1.31%
103,645 $5.77 Billion
Q4 2023

Feb 21, 2024
BUY
$47.73 - $53.4 $4.88 Million - $5.46 Million
102,305 New
102,305 $5.44 Billion

Others Institutions Holding AOR

# of Institutions
364
Shares Held
14.1M
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
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