Cassaday & CO Wealth Management LLC Ishares Tr Core Growth Allocat Transaction History

Cassaday & CO Wealth Management LLC

  • $2.82 Billion
  • Q1 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 4,378 shares of AOR stock, worth $245,518. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,378
Previous 4,378 -0.0%
Holding current value
$245,518
Previous $232,000 4.74%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
BUY
$47.73 - $53.4 $3,913 - $4,378
82 Added 1.91%
4,378 $232,000
Q3 2023

Nov 06, 2023
BUY
$49.22 - $52.2 $639 - $678
13 Added 0.3%
4,296 $212,000
Q2 2023

Aug 07, 2023
BUY
$49.42 - $51.49 $296 - $308
6 Added 0.14%
4,283 $220,000
Q4 2022

Feb 07, 2023
BUY
$45.86 - $49.42 $196,143 - $211,369
4,277 New
4,277 $0

Others Institutions Holding AOR

# of Institutions
337
Shares Held
14.4M
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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