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

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

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 12,961 shares of AOR stock, worth $751,478. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,961
Previous 11,397 13.72%
Holding current value
$751,478
Previous $641,000 19.66%
% of portfolio
0.1%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
366
Shares Held
14.4M
Call Options Held
4K
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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