Apex Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History

Apex Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Apex Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Apex Wealth Management, LLC holds 3,355 shares of AOR stock, worth $215,625. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,355
Previous 3,557 5.68%
Holding current value
$215,625
Previous $205 Million 0.88%
% of portfolio
0.17%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$53.36 - $61.57 $10,778 - $12,437
-202 Reduced 5.68%
3,355 $207 Million
Q4 2024

Feb 14, 2025
BUY
$57.32 - $59.66 $203,887 - $212,210
3,557 New
3,557 $204 Million

Others Institutions Holding AOR

# of Institutions
415
Shares Held
16.9M
Call Options Held
0
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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