Concurrent Investment Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Concurrent Investment Advisors, LLC

  • $4.12 Trillion
  • Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,804 shares of AOR stock, worth $226,604. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,804
Previous 9,131 58.34%
Holding current value
$226,604
Previous $523 Million 58.16%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$56.63 - $59.39 $301,668 - $316,370
-5,327 Reduced 58.34%
3,804 $219 Million
Q4 2024

Feb 03, 2025
BUY
$57.32 - $59.66 $25,163 - $26,190
439 Added 5.05%
9,131 $523 Million
Q3 2024

Oct 30, 2024
BUY
$55.15 - $59.31 $10,368 - $11,150
188 Added 2.21%
8,692 $515 Million
Q2 2024

Jul 30, 2024
BUY
$53.33 - $56.61 $453,518 - $481,411
8,504 New
8,504 $479 Million

Others Institutions Holding AOR

# of Institutions
392
Shares Held
16.1M
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 Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC 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 Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email