J.W. Cole Advisors, Inc. Ishares Tr Core Growth Allocat Transaction History

J.W. Cole Advisors, Inc.

  • $4.58 Billion
  • Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 11,628 shares of AOR stock, worth $747,331. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,628
Previous 7,124 63.22%
Holding current value
$747,331
Previous $410,000 74.39%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 12, 2025
BUY
$53.36 - $61.57 $240,333 - $277,311
4,504 Added 63.22%
11,628 $715,000
Q1 2025

May 05, 2025
BUY
$56.63 - $59.39 $403,432 - $423,094
7,124 New
7,124 $410,000
Q1 2022

May 16, 2022
BUY
$51.69 - $57.18 $6.1 Million - $6.75 Million
118,035 New
118,035 $97,000
Q4 2020

Feb 12, 2021
SELL
$47.5 - $52.36 $206,102 - $227,190
-4,339 Closed
0 $0
Q3 2020

Nov 05, 2020
BUY
$46.46 - $50.06 $201,589 - $217,210
4,339 New
4,339 $210,000
Q1 2020

May 07, 2020
SELL
$37.67 - $48.89 $197,541 - $256,379
-5,244 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
$45.15 - $48.12 $236,766 - $252,341
5,244 New
5,244 $251,000

Others Institutions Holding AOR

# of Institutions
414
Shares Held
16.9M
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
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email