Foundations Investment Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 261,801 shares of AOR stock, worth $15.5 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
261,801
Previous 235,772 11.04%
Holding current value
$15.5 Million
Previous $13.5 Million 11.52%
% of portfolio
0.3%
Previous 0.28%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$56.63 - $59.39 $1.47 Million - $1.55 Million
26,029 Added 11.04%
261,801 $15.1 Million
Q4 2024

Jan 22, 2025
BUY
$57.32 - $59.66 $1.8 Million - $1.88 Million
31,465 Added 15.4%
235,772 $13.5 Million
Q3 2024

Oct 21, 2024
BUY
$55.15 - $59.31 $1.34 Million - $1.44 Million
24,354 Added 13.53%
204,307 $12.1 Million
Q2 2024

Aug 02, 2024
BUY
$53.33 - $56.61 $8.98 Million - $9.53 Million
168,375 Added 1454.27%
179,953 $10.1 Million
Q1 2024

May 13, 2024
BUY
$52.25 - $55.68 $338,684 - $360,917
6,482 Added 127.2%
11,578 $644,000
Q4 2023

Feb 08, 2024
BUY
$47.73 - $53.4 $39,950 - $44,695
837 Added 19.65%
5,096 $271,000
Q3 2023

Oct 05, 2023
BUY
$49.22 - $52.2 $209,627 - $222,319
4,259 New
4,259 $210,000
Q3 2019

Oct 07, 2019
SELL
$45.85 - $46.22 $454,098 - $457,762
-9,904 Closed
0 $0
Q2 2019

Jul 08, 2019
SELL
N/A
-3,070 Reduced 23.66%
9,904 $457,000
Q1 2019

Apr 08, 2019
BUY
N/A
1,081 Added 9.09%
12,974 $580,000
Q4 2018

Feb 11, 2019
BUY
N/A
5,677 Added 91.33%
11,893 $519,000
Q3 2018

Nov 09, 2018
BUY
N/A
6,216 New
6,216 $281,000

Others Institutions Holding AOR

# of Institutions
392
Shares Held
16.1M
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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