Atlas Private Wealth Advisors Ishares Tr Core Growth Allocat Transaction History

Atlas Private Wealth Advisors

$691 Million
Q1 2025

A detailed history of Atlas Private Wealth Advisors transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 4,052 shares of AOR stock, worth $241,377. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,052

Previous 4,853 16.51%

Holding current value

$241,377

Previous $278,000 16.55%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$56.63 - $59.39 $45,360 - $47,571	-801 Reduced 16.51%	4,052 $232,000
Q4 2024 Jan 21, 2025	BUY	$57.32 - $59.66 $278,173 - $289,529	4,853 New	4,853 $278,000
Q4 2021 Apr 21, 2022	SELL	$55.21 - $57.77 $139,957 - $146,446	-2,535 Closed	0 $0
Q3 2021 Oct 26, 2021	SELL	$55.25 - $57.29 $9,226 - $9,567	-167 Reduced 6.18%	2,535 $141,000
Q2 2021 Aug 02, 2021	BUY	$54.04 - $56.17 $9,835 - $10,222	182 Added 7.22%	2,702 $151,000
Q1 2021 Apr 28, 2021	SELL	$52.05 - $53.97 $36,487 - $37,832	-701 Reduced 21.76%	2,520 $135,000
Q4 2020 Jan 29, 2021	BUY	$47.5 - $52.36 $2,042 - $2,251	43 Added 1.35%	3,221 $168,000
Q3 2020 Oct 27, 2020	SELL	$46.46 - $50.06 $48,829 - $52,613	-1,051 Reduced 24.85%	3,178 $154,000
Q2 2020 Aug 14, 2020	BUY	$40.37 - $47.5 $170,724 - $200,877	4,229 New	4,229 $196,000

Others Institutions Holding AOR

# of Institutions

392

Shares Held

16.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

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Atlas Private Wealth Advisors Ishares Tr Core Growth Allocat Transaction History