Carson Allaria Wealth Management, Ltd. Ishares Tr Core Growth Allocat Transaction History

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q4 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 2,972 shares of AOR stock, worth $175,139. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,972
Previous 2,989 0.57%
Holding current value
$175,139
Previous $177,000 3.95%
% of portfolio
0.1%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$57.32 - $59.66 $974 - $1,014
-17 Reduced 0.57%
2,972 $170,000
Q3 2024

Oct 21, 2024
BUY
$55.15 - $59.31 $1,047 - $1,126
19 Added 0.64%
2,989 $177,000
Q2 2024

Jul 22, 2024
BUY
$53.33 - $56.61 $8,479 - $9,000
159 Added 5.66%
2,970 $167,000
Q1 2024

May 07, 2024
BUY
$52.25 - $55.68 $1,410 - $1,503
27 Added 0.97%
2,811 $156,000
Q4 2023

Feb 08, 2024
BUY
$47.73 - $53.4 $1,288 - $1,441
27 Added 0.98%
2,784 $148,000
Q3 2023

Nov 09, 2023
BUY
$49.22 - $52.2 $984 - $1,044
20 Added 0.73%
2,757 $136,000
Q2 2023

Aug 01, 2023
BUY
$49.42 - $51.49 $10,378 - $10,812
210 Added 8.31%
2,737 $140,000
Q4 2022

Feb 06, 2023
BUY
$44.27 - $49.42 $1,106 - $1,235
25 Added 1.0%
2,527 $119,000
Q3 2022

Nov 09, 2022
BUY
$44.78 - $50.98 $806 - $917
18 Added 0.72%
2,502 $112,000
Q2 2022

Aug 02, 2022
BUY
$47.07 - $54.22 $329 - $379
7 Added 0.28%
2,484 $119,000
Q1 2022

May 05, 2022
BUY
$51.69 - $57.18 $982 - $1,086
19 Added 0.77%
2,477 $134,000
Q4 2021

Feb 10, 2022
BUY
$55.21 - $57.77 $135,706 - $141,998
2,458 New
2,458 $140,000

Others Institutions Holding AOR

# of Institutions
386
Shares Held
19.7M
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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