Balanced Wealth Group LLC Ishares Tr Core Growth Allocat Transaction History

Balanced Wealth Group LLC

  • $224 Billion
  • Q1 2024

A detailed history of Balanced Wealth Group LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Balanced Wealth Group LLC holds 4,107 shares of AOR stock, worth $232,907. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,107
Previous 7,027 41.55%
Holding current value
$232,907
Previous $374 Million 39.25%
% of portfolio
0.1%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$52.25 - $55.68 $152,570 - $162,585
-2,920 Reduced 41.55%
4,107 $227 Million
Q4 2023

Feb 06, 2024
BUY
$47.73 - $53.4 $335,398 - $375,241
7,027 New
7,027 $374 Million

Others Institutions Holding AOR

# of Institutions
336
Shares Held
14.4M
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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