Concord Wealth Partners Ishares Tr Core Growth Allocat Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

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 587 shares of AOR stock, worth $34,433. This represents 0.01% of its overall portfolio holdings.

Number of Shares
587
Previous 858 31.59%
Holding current value
$34,433
Previous $50,000 34.0%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
389
Shares Held
19.8M
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
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email