Evermay Wealth Management LLC Ishares Tr Core Growth Allocat Transaction History

Evermay Wealth Management LLC

  • $806 Million
  • Q2 2025

A detailed history of Evermay Wealth Management LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Evermay Wealth Management LLC holds 514 shares of AOR stock, worth $33,034. This represents 0.0% of its overall portfolio holdings.

Number of Shares
514
Previous 514 -0.0%
Holding current value
$33,034
Previous $29,000 6.9%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022
SELL
$47.07 - $54.22 $535,797 - $617,186
-11,383 Reduced 95.68%
514 $25,000
Q1 2022

May 16, 2022
BUY
$51.69 - $57.18 $606,013 - $670,378
11,724 Added 6776.88%
11,897 $642,000
Q4 2021

Feb 14, 2022
BUY
$55.21 - $57.77 $9,551 - $9,994
173 New
173 $10,000

Others Institutions Holding AOR

# of Institutions
419
Shares Held
17M
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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