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

Howard Wealth Management, LLC

  • $179 Million
  • Q1 2025

A detailed history of Howard Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Howard Wealth Management, LLC holds 4,284 shares of AOR stock, worth $255,197. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,284
Previous 4,603 6.93%
Holding current value
$255,197
Previous $263,000 6.46%
% of portfolio
0.14%
Previous 0.14%

Shares

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

May 13, 2025
SELL
$56.63 - $59.39 $18,064 - $18,945
-319 Reduced 6.93%
4,284 $246,000
Q4 2024

Jan 30, 2025
SELL
$57.32 - $59.66 $2,407 - $2,505
-42 Reduced 0.9%
4,603 $263,000
Q3 2024

Nov 08, 2024
SELL
$55.15 - $59.31 $3,584 - $3,855
-65 Reduced 1.38%
4,645 $275,000
Q2 2024

Aug 02, 2024
SELL
$53.33 - $56.61 $14,612 - $15,511
-274 Reduced 5.5%
4,710 $265,000
Q1 2024

May 06, 2024
SELL
$52.25 - $55.68 $13,637 - $14,532
-261 Reduced 4.98%
4,984 $277,000
Q4 2023

Feb 07, 2024
SELL
$47.73 - $53.4 $21,192 - $23,709
-444 Reduced 7.8%
5,245 $278,000
Q3 2023

Nov 01, 2023
BUY
$49.22 - $52.2 $6,103 - $6,472
124 Added 2.23%
5,689 $281,000
Q2 2023

Aug 01, 2023
BUY
$49.42 - $51.49 $7,660 - $7,980
155 Added 2.87%
5,565 $286,000
Q1 2023

May 04, 2023
BUY
$47.5 - $50.91 $2,042 - $2,189
43 Added 0.8%
5,410 $270,000
Q4 2022

Jan 26, 2023
SELL
$44.27 - $49.42 $4,205 - $4,694
-95 Reduced 1.74%
5,367 $0
Q3 2022

Nov 01, 2022
BUY
$44.78 - $50.98 $244,588 - $278,452
5,462 New
5,462 $244,000
Q2 2022

Aug 09, 2022
SELL
$47.07 - $54.22 $236,715 - $272,672
-5,029 Closed
0 $0
Q1 2022

Apr 20, 2022
BUY
$51.69 - $57.18 $2,326 - $2,573
45 Added 0.9%
5,029 $271,000
Q4 2021

Jan 18, 2022
BUY
$55.21 - $57.77 $7,287 - $7,625
132 Added 2.72%
4,984 $284,000
Q3 2021

Oct 19, 2021
BUY
$55.25 - $57.29 $6,409 - $6,645
116 Added 2.45%
4,852 $269,000
Q2 2021

Jul 27, 2021
BUY
$54.04 - $56.17 $8,646 - $8,987
160 Added 3.5%
4,736 $265,000
Q1 2021

Apr 23, 2021
BUY
$52.05 - $53.97 $6,506 - $6,746
125 Added 2.81%
4,576 $245,000
Q4 2020

Feb 02, 2021
BUY
$47.5 - $52.36 $8,787 - $9,686
185 Added 4.34%
4,451 $232,000
Q3 2020

Oct 29, 2020
BUY
$46.46 - $50.06 $198,198 - $213,555
4,266 New
4,266 $206,000
Q1 2020

May 04, 2020
SELL
$37.67 - $48.89 $1,544 - $2,004
-41 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$45.15 - $48.12 $1,851 - $1,972
41 New
41 $1,000

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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