Bsw Wealth Partners Ishares Tr Core Growth Allocat Transaction History

Bsw Wealth Partners

  • $719 Million
  • Q2 2025

A detailed history of Bsw Wealth Partners transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Bsw Wealth Partners holds 212,686 shares of AOR stock, worth $13.2 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
212,686
Previous 169,641 25.37%
Holding current value
$13.2 Million
Previous $9.77 Million 34.09%
% of portfolio
1.82%
Previous 1.5%

Shares

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

Jul 18, 2025
BUY
$53.36 - $61.57 $2.3 Million - $2.65 Million
43,045 Added 25.37%
212,686 $13.1 Million
Q1 2025

Apr 24, 2025
BUY
$56.63 - $59.39 $408,132 - $428,023
7,207 Added 4.44%
169,641 $9.77 Million
Q4 2024

Jan 22, 2025
SELL
$57.32 - $59.66 $24,762 - $25,773
-432 Reduced 0.27%
162,434 $9.31 Million
Q3 2024

Oct 29, 2024
SELL
$55.15 - $59.31 $45,002 - $48,396
-816 Reduced 0.5%
162,866 $9.65 Million
Q2 2024

Jul 16, 2024
BUY
$53.33 - $56.61 $1.54 Million - $1.64 Million
28,970 Added 21.51%
163,682 $9.22 Million
Q1 2024

Apr 23, 2024
SELL
$52.25 - $55.68 $880,464 - $938,263
-16,851 Reduced 11.12%
134,712 $7.5 Million
Q4 2023

Jan 25, 2024
BUY
$47.73 - $53.4 $1.04 Million - $1.16 Million
21,723 Added 16.73%
151,563 $8.06 Million
Q3 2023

Oct 27, 2023
SELL
$49.22 - $52.2 $552,691 - $586,153
-11,229 Reduced 7.96%
129,840 $6.42 Million
Q2 2023

Aug 11, 2023
BUY
$49.42 - $51.49 $578,263 - $602,484
11,701 Added 9.04%
141,069 $7.26 Million
Q1 2023

May 15, 2023
SELL
$47.5 - $50.91 $343,092 - $367,722
-7,223 Reduced 5.29%
129,368 $6.47 Million
Q4 2022

Feb 13, 2023
BUY
$44.27 - $49.42 $6.05 Million - $6.75 Million
136,591 New
136,591 $6.44 Million

Others Institutions Holding AOR

# of Institutions
408
Shares Held
16.4M
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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