Beacon Pointe Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 12,213 shares of AOR stock, worth $784,929. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,213
Previous 12,230 0.14%
Holding current value
$784,929
Previous $704,000 6.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
SELL
$53.36 - $61.57 $907 - $1,046
-17 Reduced 0.14%
12,213 $751,000
Q1 2025

May 13, 2025
BUY
$56.63 - $59.39 $692,584 - $726,339
12,230 New
12,230 $704,000
Q2 2024

Aug 12, 2024
SELL
$53.33 - $56.61 $16,372 - $17,379
-307 Reduced 5.04%
5,788 $325,000
Q1 2024

May 14, 2024
SELL
$52.25 - $55.68 $5,643 - $6,013
-108 Reduced 1.74%
6,095 $339,000
Q4 2023

Feb 08, 2024
SELL
$47.73 - $53.4 $86,677 - $96,974
-1,816 Reduced 22.65%
6,203 $329,000
Q3 2023

Nov 14, 2023
SELL
$49.22 - $52.2 $33,420 - $35,443
-679 Reduced 7.81%
8,019 $396,000
Q2 2023

Aug 11, 2023
BUY
$49.42 - $51.49 $3,064 - $3,192
62 Added 0.72%
8,698 $447,000
Q1 2023

May 12, 2023
SELL
$47.5 - $50.91 $43,937 - $47,091
-925 Reduced 9.67%
8,636 $432,000
Q4 2022

Feb 14, 2023
SELL
$44.27 - $49.42 $27,580 - $30,788
-623 Reduced 6.12%
9,561 $450,000
Q3 2022

Nov 09, 2022
SELL
$44.78 - $50.98 $2,597 - $2,956
-58 Reduced 0.57%
10,184 $456,000
Q2 2022

Aug 11, 2022
BUY
$47.07 - $54.22 $482,090 - $555,321
10,242 New
10,242 $493,000
Q1 2022

May 17, 2022
SELL
$51.69 - $57.18 $1.43 Million - $1.58 Million
-27,603 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$55.21 - $57.77 $14,078 - $14,731
255 Added 0.93%
27,603 $1.58 Million
Q3 2021

Nov 15, 2021
BUY
$55.25 - $57.29 $1.51 Million - $1.57 Million
27,348 New
27,348 $1.52 Million

Others Institutions Holding AOR

# of Institutions
414
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
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email