Fermata Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Fermata Advisors, LLC

  • $335 Million
  • Q2 2025

A detailed history of Fermata Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Fermata Advisors, LLC holds 3,615 shares of AOR stock, worth $224,708. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,615
Previous 8,539 57.66%
Holding current value
$224,708
Previous $490,000 54.69%
% of portfolio
0.07%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$53.36 - $61.57 $262,744 - $303,170
-4,924 Reduced 57.66%
3,615 $222,000
Q1 2025

Apr 10, 2025
BUY
$56.63 - $59.39 $278,846 - $292,436
4,924 Added 136.21%
8,539 $490,000
Q1 2024

Apr 12, 2024
BUY
$52.25 - $55.68 $188,883 - $201,283
3,615 New
3,615 $201,000

Others Institutions Holding AOR

# of Institutions
410
Shares Held
16.4M
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
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, LLC 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 Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email