Fidato Wealth LLC Ishares Tr Core Growth Allocat Transaction History

Fidato Wealth LLC

$140 Million
Q2 2025

A detailed history of Fidato Wealth LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Fidato Wealth LLC holds 12,348 shares of AOR stock, worth $793,605. This represents 0.54% of its overall portfolio holdings.

Number of Shares

12,348

Previous 12,514 1.33%

Holding current value

$793,605

Previous $720,000 5.56%

% of portfolio

0.54%

Previous 0.55%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$53.36 - $61.57 $8,857 - $10,220	-166 Reduced 1.33%	12,348 $760,000
Q1 2025 May 13, 2025	SELL	$56.63 - $59.39 $43,208 - $45,314	-763 Reduced 5.75%	12,514 $720,000
Q4 2024 Feb 14, 2025	SELL	$57.32 - $59.66 $39,034 - $40,628	-681 Reduced 4.88%	13,277 $761,000
Q3 2024 Nov 05, 2024	BUY	$55.15 - $59.31 $1,875 - $2,016	34 Added 0.24%	13,958 $826,000
Q2 2024 Aug 13, 2024	BUY	$53.33 - $56.61 $66,875 - $70,988	1,254 Added 9.9%	13,924 $784,000
Q1 2024 Apr 18, 2024	BUY	$52.25 - $55.68 $51,936 - $55,345	994 Added 8.51%	12,670 $705,000
Q4 2023 Jan 09, 2024	BUY	$47.73 - $53.4 $347,522 - $388,805	7,281 Added 165.67%	11,676 $621,000
Q4 2022 Feb 09, 2023	BUY	$44.27 - $49.42 $194,566 - $217,200	4,395 New	4,395 $207,000

Others Institutions Holding AOR

# of Institutions

411

Shares Held

16.7M

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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Fidato Wealth LLC Ishares Tr Core Growth Allocat Transaction History