Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Tr Core Growth Allocat Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.85 Billion
  • Q1 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 3,950 shares of AOR stock, worth $235,301. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,950
Previous 4,330 8.78%
Holding current value
$235,301
Previous $248,000 8.47%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 08, 2025
SELL
$56.63 - $59.39 $21,519 - $22,568
-380 Reduced 8.78%
3,950 $227,000
Q4 2024

Jan 21, 2025
BUY
$57.32 - $59.66 $248,195 - $258,327
4,330 New
4,330 $248,000

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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email