Bell Investment Advisors, Inc Ishares Tr Core Growth Allocat Transaction History

Bell Investment Advisors, Inc

$538 Million
Q1 2025

A detailed history of Bell Investment Advisors, Inc transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 123,923 shares of AOR stock, worth $7.36 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

123,923

Previous 132,955 6.79%

Holding current value

$7.36 Million

Previous $7.62 Million 6.38%

% of portfolio

1.33%

Previous 1.43%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$56.63 - $59.39 $511,482 - $536,410	-9,032 Reduced 6.79%	123,923 $7.13 Million
Q4 2024 Feb 07, 2025	SELL	$57.32 - $59.66 $211,510 - $220,145	-3,690 Reduced 2.7%	132,955 $7.62 Million
Q3 2024 Nov 13, 2024	SELL	$55.15 - $59.31 $440,483 - $473,708	-7,987 Reduced 5.52%	136,645 $8.09 Million
Q2 2024 Aug 07, 2024	SELL	$53.33 - $56.61 $284,142 - $301,618	-5,328 Reduced 3.55%	144,632 $8.15 Million
Q1 2024 May 08, 2024	BUY	$52.25 - $55.68 $42,165 - $44,933	807 Added 0.54%	149,960 $8.35 Million
Q4 2023 Feb 14, 2024	SELL	$47.73 - $53.4 $373,678 - $418,068	-7,829 Reduced 4.99%	149,153 $7.93 Million
Q3 2023 Nov 08, 2023	SELL	$49.22 - $52.2 $935,573 - $992,217	-19,008 Reduced 10.8%	156,982 $7.76 Million
Q2 2023 Aug 09, 2023	SELL	$49.42 - $51.49 $1.73 Million - $1.8 Million	-35,043 Reduced 16.61%	175,990 $9.05 Million
Q1 2023 May 10, 2023	SELL	$47.5 - $50.91 $862,362 - $924,271	-18,155 Reduced 7.92%	211,033 $10.6 Million
Q4 2022 Feb 08, 2023	SELL	$44.27 - $49.42 $9.52 Million - $10.6 Million	-215,098 Reduced 48.41%	229,188 $10.8 Million
Q3 2022 Nov 09, 2022	SELL	$44.78 - $50.98 $2.09 Million - $2.38 Million	-46,643 Reduced 9.5%	444,286 $19.9 Million
Q2 2022 Aug 12, 2022	SELL	$47.07 - $54.22 $1.98 Million - $2.28 Million	-41,978 Reduced 7.88%	490,929 $23.6 Million
Q4 2021 Feb 14, 2022	BUY	$55.21 - $57.77 $1.21 Million - $1.27 Million	21,945 Added 4.29%	532,907 $30.4 Million
Q3 2021 Nov 12, 2021	BUY	$55.25 - $57.29 $28.2 Million - $29.3 Million	510,962 New	510,962 $28.3 Million

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

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Bell Investment Advisors, Inc Ishares Tr Core Growth Allocat Transaction History