Epg Wealth Management LLC Ishares Tr Core Growth Allocat Transaction History

Epg Wealth Management LLC

$396 Billion
Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Epg Wealth Management LLC holds 600 shares of AOR stock, worth $34,788. This represents 0.01% of its overall portfolio holdings.

Number of Shares

600

Previous 0 Infinity%

Holding current value

$34,788

Previous $0 Infinity%

% of portfolio

0.01%

Previous 100.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$55.15 - $59.31 $33,090 - $35,586	600 New	600 $35.5 Million
Q2 2024 Aug 13, 2024	SELL	$53.33 - $56.61 $109,539 - $116,276	-2,054 Closed	0 $0
Q2 2023 Aug 15, 2023	SELL	$49.42 - $51.49 $50,803 - $52,931	-1,028 Reduced 33.35%	2,054 $105,000
Q1 2023 May 15, 2023	BUY	$47.5 - $50.91 $146,395 - $156,904	3,082 New	3,082 $154,000
Q1 2022 May 10, 2022	SELL	$51.69 - $57.18 $31,014 - $34,308	-600 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$55.25 - $57.29 $33,150 - $34,374	600 New	600 $33,000
Q2 2020 Aug 06, 2020	SELL	$40.37 - $47.5 $24,222 - $28,500	-600 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$37.67 - $48.89 $11,301 - $14,667	-300 Reduced 33.33%	600 $25,000
Q4 2019 Feb 14, 2020	BUY	$45.15 - $48.12 $40,635 - $43,308	900 New	900 $43,000

Others Institutions Holding AOR

# of Institutions

366

Shares Held

14.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

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Epg Wealth Management LLC Ishares Tr Core Growth Allocat Transaction History