Avantax Advisory Services, Inc. Ishares Tr Core Growth Allocat Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 41,262 shares of AOR stock, worth $2.39 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
41,262
Previous 40,107 2.88%
Holding current value
$2.39 Million
Previous $2.26 Million 8.24%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024
BUY
$55.15 - $59.31 $63,698 - $68,503
1,155 Added 2.88%
41,262 $2.44 Million
Q2 2024

Aug 09, 2024
SELL
$53.33 - $56.61 $100,740 - $106,936
-1,889 Reduced 4.5%
40,107 $2.26 Million
Q1 2024

May 08, 2024
SELL
$52.25 - $55.68 $94,990 - $101,226
-1,818 Reduced 4.15%
41,996 $2.34 Million
Q4 2023

Feb 07, 2024
BUY
$47.73 - $53.4 $455,726 - $509,863
9,548 Added 27.86%
43,814 $2.33 Million
Q3 2023

Nov 07, 2023
BUY
$49.22 - $52.2 $215,091 - $228,114
4,370 Added 14.62%
34,266 $1.69 Million
Q2 2023

Aug 11, 2023
BUY
$49.42 - $51.49 $84,508 - $88,047
1,710 Added 6.07%
29,896 $1.54 Million
Q1 2023

Apr 28, 2023
BUY
$47.5 - $50.91 $40,850 - $43,782
860 Added 3.15%
28,186 $1.41 Million
Q4 2022

Feb 13, 2023
BUY
$44.27 - $49.42 $387,716 - $432,820
8,758 Added 47.17%
27,326 $1.29 Million
Q3 2022

Nov 01, 2022
BUY
$44.78 - $50.98 $187,314 - $213,249
4,183 Added 29.08%
18,568 $831,000
Q2 2022

Aug 02, 2022
BUY
$47.07 - $54.22 $80,113 - $92,282
1,702 Added 13.42%
14,385 $690,000
Q1 2022

Apr 27, 2022
BUY
$51.69 - $57.18 $23,053 - $25,502
446 Added 3.64%
12,683 $686,000
Q4 2021

Jan 24, 2022
SELL
$55.21 - $57.77 $7,398 - $7,741
-134 Reduced 1.08%
12,237 $699,000
Q3 2021

Oct 21, 2021
BUY
$55.25 - $57.29 $45,526 - $47,206
824 Added 7.14%
12,371 $684,000
Q2 2021

Jul 29, 2021
BUY
$54.04 - $56.17 $10,808 - $11,234
200 Added 1.76%
11,547 $647,000
Q1 2021

May 13, 2021
BUY
$52.05 - $53.97 $264,674 - $274,437
5,085 Added 81.2%
11,347 $606,000
Q4 2020

Jan 22, 2021
SELL
$47.5 - $52.36 $462,650 - $509,986
-9,740 Reduced 60.87%
6,262 $327,000
Q3 2020

Oct 14, 2020
BUY
$46.46 - $50.06 $743,452 - $801,060
16,002 New
16,002 $776,000
Q2 2020

Aug 06, 2020
SELL
$40.37 - $47.5 $501,920 - $590,567
-12,433 Closed
0 $0
Q1 2020

Apr 30, 2020
BUY
$37.67 - $48.89 $468,351 - $607,849
12,433 New
12,433 $515,000

Others Institutions Holding AOR

# of Institutions
366
Shares Held
14.4M
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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