Ellenbecker Investment Group Ishares Tr Core Growth Allocat Transaction History

Ellenbecker Investment Group

  • $475 Million
  • Q1 2024

A detailed history of Ellenbecker Investment Group transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Ellenbecker Investment Group holds 68,052 shares of AOR stock, worth $3.83 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
68,052
Previous 64,958 4.76%
Holding current value
$3.83 Million
Previous $3.46 Million 9.64%
% of portfolio
0.8%
Previous 0.8%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 09, 2024
BUY
$52.25 - $55.68 $161,661 - $172,273
3,094 Added 4.76%
68,052 $3.79 Million
Q4 2023

Feb 01, 2024
BUY
$47.73 - $53.4 $209,296 - $234,159
4,385 Added 7.24%
64,958 $3.46 Million
Q3 2023

Oct 17, 2023
BUY
$49.22 - $52.2 $314,072 - $333,088
6,381 Added 11.77%
60,573 $2.99 Million
Q2 2023

Jul 31, 2023
BUY
$49.42 - $51.49 $757,410 - $789,135
15,326 Added 39.43%
54,192 $2.79 Million
Q1 2023

Apr 18, 2023
SELL
$47.5 - $50.91 $409,355 - $438,742
-8,618 Reduced 18.15%
38,866 $2.87 Million
Q4 2022

Jan 11, 2023
BUY
$45.86 - $49.42 $97,911 - $105,511
2,135 Added 4.71%
47,484 $2.24 Million
Q3 2022

Oct 17, 2022
BUY
N/A
15,036 Added 49.6%
45,349 $2.03 Million
Q2 2022

Jul 05, 2022
BUY
N/A
12,550 Added 70.65%
30,313 $1.46 Million
Q1 2022

Apr 13, 2022
BUY
N/A
7,262 Added 69.16%
17,763 $958,000
Q4 2021

Jan 04, 2022
BUY
N/A
10,501 New
10,501 $599,000

Others Institutions Holding AOR

# of Institutions
337
Shares Held
14.4M
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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