Chesapeake Wealth Management Ishares Tr Core Growth Allocat Transaction History

Chesapeake Wealth Management

  • $297 Million
  • Q2 2025

A detailed history of Chesapeake Wealth Management transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Chesapeake Wealth Management holds 4,650 shares of AOR stock, worth $298,855. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,650
Previous 4,305 8.01%
Holding current value
$298,855
Previous $247,000 15.79%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Jul 28, 2025
BUY
$53.36 - $61.57 $18,409 - $21,241
345 Added 8.01%
4,650 $286,000
Q2 2024

Aug 13, 2024
BUY
$53.33 - $56.61 $18,398 - $19,530
345 Added 8.71%
4,305 $242,000
Q4 2023

Feb 12, 2024
BUY
$47.73 - $53.4 $189,010 - $211,464
3,960 New
3,960 $210,000
Q2 2023

Aug 01, 2023
BUY
$49.42 - $51.49 $195,703 - $203,900
3,960 New
3,960 $203,000
Q4 2019

Jan 29, 2020
SELL
$45.15 - $48.12 $222,815 - $237,472
-4,935 Closed
0 $0
Q3 2019

Oct 25, 2019
SELL
$45.85 - $46.22 $19,715 - $19,874
-430 Reduced 8.01%
4,935 $227,000
Q2 2019

Aug 01, 2019
BUY
N/A
265 Added 5.2%
5,365 $247,000
Q1 2019

Apr 17, 2019
SELL
N/A
-1,085 Reduced 17.54%
5,100 $228,000
Q4 2018

Feb 06, 2019
SELL
N/A
-20 Reduced 0.32%
6,185 $256,000
Q3 2018

Nov 14, 2018
BUY
N/A
285 Added 4.81%
6,205 $280,000
Q2 2018

Aug 07, 2018
BUY
N/A
600 Added 11.28%
5,920 $263,000
Q1 2018

Jun 04, 2018
BUY
N/A
5,320 New
5,320 $237,000

Others Institutions Holding AOR

# of Institutions
414
Shares Held
16.9M
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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