Fidato Wealth LLC Ishares Tr Core Growth Allocat Transaction History

Fidato Wealth LLC

  • $131 Million
  • Q1 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 12,514 shares of AOR stock, worth $772,614. This represents 0.55% of its overall portfolio holdings.

Number of Shares
12,514
Previous 13,277 5.75%
Holding current value
$772,614
Previous $761,000 5.39%
% of portfolio
0.55%
Previous 0.56%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
404
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
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