Institute For Wealth Management, Llc. Ishares Tr Core Growth Allocat Transaction History

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 14,434 shares of AOR stock, worth $859,833. This represents 0.11% of its overall portfolio holdings.

Number of Shares

14,434

Previous 13,053 10.58%

Holding current value

$859,833

Previous $748,000 10.96%

% of portfolio

0.11%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$56.63 - $59.39 $78,206 - $82,017	1,381 Added 10.58%	14,434 $830,000
Q4 2024 Jan 23, 2025	BUY	$57.32 - $59.66 $5,273 - $5,488	92 Added 0.71%	13,053 $748,000
Q3 2024 Nov 12, 2024	BUY	$55.15 - $59.31 $86,254 - $92,760	1,564 Added 13.72%	12,961 $767,000
Q2 2024 Jul 25, 2024	BUY	$53.33 - $56.61 $120,739 - $128,165	2,264 Added 24.79%	11,397 $641,000
Q1 2024 Apr 30, 2024	BUY	$52.25 - $55.68 $52,772 - $56,236	1,010 Added 12.43%	9,133 $508,000
Q4 2023 Jan 31, 2024	BUY	$47.73 - $53.4 $387,710 - $433,768	8,123 New	8,123 $432,000
Q1 2020 Apr 29, 2020	SELL	$37.67 - $48.89 $565 - $733	-15 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$45.15 - $48.12 $677 - $721	15 New	15 $1,000

Others Institutions Holding AOR

# of Institutions

392

Shares Held

16.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

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Institute For Wealth Management, Llc. Ishares Tr Core Growth Allocat Transaction History