Bellwether Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Bellwether Advisors, LLC

$457 Million
Q1 2025

A detailed history of Bellwether Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Bellwether Advisors, LLC holds 4,351 shares of AOR stock, worth $259,189. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,351

Previous 4,971 12.47%

Holding current value

$259,189

Previous $284,000 11.97%

% of portfolio

0.05%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$56.63 - $59.39 $35,110 - $36,821	-620 Reduced 12.47%	4,351 $250,000
Q4 2024 Feb 14, 2025	BUY	$57.32 - $59.66 $57,549 - $59,898	1,004 Added 25.31%	4,971 $284,000
Q3 2024 Nov 08, 2024	BUY	$55.15 - $59.31 $16,269 - $17,496	295 Added 8.03%	3,967 $235,000
Q2 2024 Jul 31, 2024	BUY	$53.33 - $56.61 $195,827 - $207,871	3,672 New	3,672 $206,000
Q1 2023 May 05, 2023	SELL	$47.5 - $50.91 $186,390 - $199,770	-3,924 Reduced 67.24%	1,912 $95,000
Q4 2022 Feb 13, 2023	BUY	$44.27 - $49.42 $15,671 - $17,494	354 Added 6.46%	5,836 $275,000
Q3 2022 Nov 14, 2022	BUY	$44.78 - $50.98 $22,793 - $25,948	509 Added 10.24%	5,482 $245,000
Q2 2022 Aug 05, 2022	BUY	$47.07 - $54.22 $189,221 - $217,964	4,020 Added 421.83%	4,973 $238,000
Q1 2022 Apr 29, 2022	BUY	$51.69 - $57.18 $18,918 - $20,927	366 Added 62.35%	953 $51,000
Q4 2021 Jan 28, 2022	BUY	$55.21 - $57.77 $6,790 - $7,105	123 Added 26.51%	587 $33,000
Q3 2021 Nov 12, 2021	BUY	$55.25 - $57.29 $12,597 - $13,062	228 Added 96.61%	464 $25,000
Q2 2021 Aug 10, 2021	BUY	$54.04 - $56.17 $12,753 - $13,256	236 New	236 $13,000

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

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Bellwether Advisors, LLC Ishares Tr Core Growth Allocat Transaction History