Concord Wealth Partners Ishares Tr Core Growth Allocat Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Concord Wealth Partners holds 590 shares of AOR stock, worth $37,683. This represents 0.01% of its overall portfolio holdings.

Number of Shares
590
Previous 587 0.51%
Holding current value
$37,683
Previous $33,000 9.09%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
BUY
$53.36 - $61.57 $160 - $184
3 Added 0.51%
590 $36,000
Q4 2024

Jan 23, 2025
SELL
$57.32 - $59.66 $15,533 - $16,167
-271 Reduced 31.59%
587 $33,000
Q3 2024

Oct 24, 2024
SELL
$55.15 - $59.31 $110 - $118
-2 Reduced 0.23%
858 $50,000
Q2 2024

Jul 31, 2024
SELL
$53.33 - $56.61 $106 - $113
-2 Reduced 0.23%
860 $48,000
Q1 2024

Apr 30, 2024
SELL
$52.25 - $55.68 $261 - $278
-5 Reduced 0.58%
862 $47,000
Q4 2023

Apr 30, 2024
BUY
$47.73 - $53.4 $381 - $427
8 Added 0.93%
867 $46,000
Q4 2023

Feb 05, 2024
BUY
$47.73 - $53.4 $381 - $427
8 Added 0.93%
867 $46,000
Q3 2023

Apr 30, 2024
SELL
$49.22 - $52.2 $393 - $417
-8 Reduced 0.92%
859 $42,000
Q3 2023

Oct 25, 2023
SELL
$49.22 - $52.2 $639 - $678
-13 Reduced 1.49%
859 $42,000
Q2 2023

Aug 07, 2023
BUY
$49.42 - $51.49 $148 - $154
3 Added 0.35%
872 $44,000
Q4 2022

Jan 27, 2023
BUY
$44.27 - $49.42 $38,470 - $42,945
869 New
869 $40,000
Q2 2022

Aug 04, 2022
SELL
$47.07 - $54.22 $100,400 - $115,651
-2,133 Reduced 71.43%
853 $41,000
Q1 2022

Apr 20, 2022
BUY
$51.69 - $57.18 $15,403 - $17,039
298 Added 11.09%
2,986 $161,000
Q4 2021

Jan 21, 2022
BUY
$55.21 - $57.77 $118,094 - $123,570
2,139 Added 389.62%
2,688 $153,000
Q3 2021

Nov 09, 2021
BUY
$55.25 - $57.29 $3,204 - $3,322
58 Added 11.81%
549 $30,000
Q2 2021

Jul 29, 2021
BUY
$54.04 - $56.17 $26,533 - $27,579
491 New
491 $27,000
Q1 2021

May 13, 2021
SELL
$52.05 - $53.97 $6,506 - $6,746
-125 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$47.5 - $52.36 $5,937 - $6,545
125 New
125 $7,000

Others Institutions Holding AOR

# of Institutions
412
Shares Held
16.5M
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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