Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 16,689 shares of AOR stock, worth $982,982. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,689

Previous 16,388 1.84%

Holding current value

$982,982

Previous $922,000 7.16%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$55.15 - $59.31 $16,600 - $17,852	301 Added 1.84%	16,689 $988,000
Q2 2024 Jul 11, 2024	SELL	$53.33 - $56.61 $72,902 - $77,385	-1,367 Reduced 7.7%	16,388 $922,000
Q1 2024 May 02, 2024	SELL	$52.25 - $55.68 $327,973 - $349,503	-6,277 Reduced 26.12%	17,755 $988,000
Q4 2023 Jan 16, 2024	SELL	$47.73 - $53.4 $60,044 - $67,177	-1,258 Reduced 4.97%	24,032 $1.28 Million
Q3 2023 Oct 13, 2023	BUY	$49.22 - $52.2 $214,894 - $227,905	4,366 Added 20.87%	25,290 $1.25 Million
Q2 2023 Jul 14, 2023	BUY	$49.42 - $51.49 $199,014 - $207,350	4,027 Added 23.83%	20,924 $1.08 Million
Q1 2023 Apr 12, 2023	SELL	$47.5 - $50.91 $129,057 - $138,322	-2,717 Reduced 13.85%	16,897 $845,000
Q4 2022 Jan 19, 2023	BUY	$44.27 - $49.42 $62,155 - $69,385	1,404 Added 7.71%	19,614 $0
Q3 2022 Oct 12, 2022	BUY	$44.78 - $50.98 $31,077 - $35,380	694 Added 3.96%	18,210 $815,000
Q2 2022 Jul 08, 2022	BUY	$47.07 - $54.22 $50,270 - $57,906	1,068 Added 6.49%	17,516 $841,000
Q1 2022 Apr 27, 2022	BUY	$51.69 - $57.18 $148,091 - $163,820	2,865 Added 21.09%	16,448 $888,000
Q4 2021 Jan 26, 2022	BUY	$55.21 - $57.77 $253,248 - $264,990	4,587 Added 50.99%	13,583 $775,000
Q3 2021 Nov 02, 2021	BUY	$55.25 - $57.29 $497,029 - $515,380	8,996 New	8,996 $499,000
Q3 2021 Oct 14, 2021	SELL	$55.25 - $57.29 $244,205 - $253,221	-4,420 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$54.04 - $56.17 $238,856 - $248,271	4,420 New	4,420 $248,000

Others Institutions Holding AOR

# of Institutions

359

Shares Held

13.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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Cliftonlarsonallen Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History