Aptus Capital Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Aptus Capital Advisors, LLC

$8.9 Billion
Q4 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 1,830 shares of AOR stock, worth $108,573. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,830

Previous 1,298 40.99%

Holding current value

$108,573

Previous $76,000 36.84%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$57.32 - $59.66 $30,494 - $31,739	532 Added 40.99%	1,830 $104,000
Q3 2024 Nov 05, 2024	BUY	$55.15 - $59.31 $54,047 - $58,123	980 Added 308.18%	1,298 $76,000
Q2 2024 Jul 31, 2024	SELL	$53.33 - $56.61 $479 - $509	-9 Reduced 2.75%	318 $17,000
Q1 2024 May 15, 2024	BUY	$52.25 - $55.68 $16,563 - $17,650	317 Added 3170.0%	327 $18,000
Q4 2023 Feb 13, 2024	SELL	$47.73 - $53.4 $190 - $213	-4 Reduced 28.57%	10 $0
Q3 2023 Nov 08, 2023	SELL	$49.22 - $52.2 $344 - $365	-7 Reduced 33.33%	14 $0
Q1 2023 May 09, 2023	BUY	$47.5 - $50.91 $522 - $560	11 Added 110.0%	21 $1,000
Q1 2021 May 06, 2021	BUY	$52.05 - $53.97 $520 - $539	10 New	10 $1,000

Others Institutions Holding AOR

# of Institutions

386

Shares Held

19.7M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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Aptus Capital Advisors, LLC Ishares Tr Core Growth Allocat Transaction History