Geo Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Geo Wealth Management, LLC holds 68,418 shares of AOR stock, worth $4.2 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
68,418
Previous 69,393 1.41%
Holding current value
$4.2 Million
Previous $3.98 Million 0.98%
% of portfolio
0.17%
Previous 0.14%

Shares

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

May 09, 2025
SELL
$56.63 - $59.39 $55,214 - $57,905
-975 Reduced 1.41%
68,418 $3.94 Million
Q4 2024

Feb 13, 2025
SELL
$57.32 - $59.66 $5.93 Million - $6.17 Million
-103,467 Reduced 59.86%
69,393 $3.98 Million
Q3 2024

Nov 12, 2024
BUY
$55.15 - $59.31 $5.39 Million - $5.8 Million
97,801 Added 130.3%
172,860 $10.2 Million
Q2 2024

Aug 12, 2024
SELL
$53.33 - $56.61 $8.71 Million - $9.24 Million
-163,240 Reduced 68.5%
75,059 $4.23 Million
Q1 2024

May 15, 2024
BUY
$52.25 - $55.68 $12.5 Million - $13.3 Million
238,299 New
238,299 $13.3 Million
Q1 2024

May 15, 2024
SELL
$52.25 - $55.68 $9.1 Million - $9.7 Million
-174,125 Reduced 73.07%
64,174 $3.57 Million
Q3 2023

Nov 13, 2023
BUY
$49.22 - $52.2 $4,675 - $4,959
95 New
95 $4,000
Q4 2022

Feb 13, 2023
BUY
$44.27 - $49.42 $9,163 - $10,229
207 Added 83.81%
454 $21,000
Q3 2022

Nov 14, 2022
BUY
$44.78 - $50.98 $11,060 - $12,592
247 New
247 $11,000
Q1 2022

May 13, 2022
SELL
$51.69 - $57.18 $16.9 Million - $18.7 Million
-326,410 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$55.21 - $57.77 $15.9 Million - $16.7 Million
288,654 Added 764.52%
326,410 $18.6 Million
Q3 2021

Nov 12, 2021
BUY
$55.25 - $57.29 $2.09 Million - $2.16 Million
37,756 New
37,756 $2.1 Million

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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