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

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 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 19,862 shares of AOR stock, worth $1.23 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
19,862
Previous 14,434 37.61%
Holding current value
$1.23 Million
Previous $830,000 47.23%
% of portfolio
0.14%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$53.36 - $61.57 $289,638 - $334,201
5,428 Added 37.61%
19,862 $1.22 Million
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
407
Shares Held
16.4M
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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