Elevate Wealth Advisory, Inc Ishares Tr Core Growth Allocat Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 6,415 shares of AOR stock, worth $415,114. This represents 0.3% of its overall portfolio holdings.

Number of Shares

6,415

Previous 6,400 0.23%

Holding current value

$415,114

Previous $394 Million 4.79%

% of portfolio

0.3%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$60.99 - $64.39 $914 - $965	15 Added 0.23%	6,415 $413 Million
Q2 2025 Jul 23, 2025	BUY	$53.36 - $61.57 $3,415 - $3,940	64 Added 1.01%	6,400 $394 Million
Q1 2025 May 14, 2025	BUY	$56.63 - $59.39 $1,585 - $1,662	28 Added 0.44%	6,336 $365 Million
Q4 2024 Feb 11, 2025	SELL	$57.32 - $59.66 $2,866 - $2,983	-50 Reduced 0.79%	6,308 $362 Million
Q3 2024 Nov 13, 2024	BUY	$55.15 - $59.31 $1,103 - $1,186	20 Added 0.32%	6,358 $377 Million
Q2 2024 Aug 12, 2024	SELL	$53.33 - $56.61 $4,266 - $4,528	-80 Reduced 1.25%	6,338 $357 Million
Q1 2024 May 02, 2024	BUY	$52.25 - $55.68 $836 - $890	16 Added 0.25%	6,418 $357 Million
Q4 2023 Feb 14, 2024	BUY	$47.73 - $53.4 $305,567 - $341,866	6,402 New	6,402 $341 Million

Others Institutions Holding AOR

# of Institutions

440

Shares Held

16.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

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Elevate Wealth Advisory, Inc Ishares Tr Core Growth Allocat Transaction History