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

Institute For Wealth Management, Llc.

  • $766 Million
  • Q1 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 9,133 shares of AOR stock, worth $512,178. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,133
Previous 8,123 12.43%
Holding current value
$512,178
Previous $432,000 17.59%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-15 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
N/A
15 New
15 $1,000

Others Institutions Holding AOR

# of Institutions
337
Shares Held
14.4M
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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