Kestra Private Wealth Services, LLC Ishares Tr Core Growth Allocat Transaction History

Kestra Private Wealth Services, LLC

  • $5.74 Billion
  • Q1 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 135,695 shares of AOR stock, worth $8.08 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
135,695
Previous 137,454 1.28%
Holding current value
$8.08 Million
Previous $7.88 Million 0.85%
% of portfolio
0.14%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$56.63 - $59.39 $99,612 - $104,467
-1,759 Reduced 1.28%
135,695 $7.81 Million
Q4 2024

Jan 28, 2025
BUY
$57.32 - $59.66 $350,454 - $364,761
6,114 Added 4.66%
137,454 $7.88 Million
Q3 2024

Nov 13, 2024
BUY
$55.15 - $59.31 $343,915 - $369,857
6,236 Added 4.98%
131,340 $7.78 Million
Q2 2024

Aug 12, 2024
BUY
$53.33 - $56.61 $302,221 - $320,808
5,667 Added 4.74%
125,104 $7.05 Million
Q1 2024

May 02, 2024
BUY
$52.25 - $55.68 $355,509 - $378,846
6,804 Added 6.04%
119,437 $6.65 Million
Q4 2023

Feb 05, 2024
BUY
$47.73 - $53.4 $4.66 Million - $5.21 Million
97,543 Added 646.41%
112,633 $5.99 Million
Q3 2023

Nov 07, 2023
BUY
$49.22 - $52.2 $367,279 - $389,516
7,462 Added 97.82%
15,090 $745,000
Q2 2023

Aug 08, 2023
BUY
$49.42 - $51.49 $376,975 - $392,765
7,628 New
7,628 $392,000
Q4 2022

Jan 31, 2023
BUY
$44.27 - $49.42 $242,909 - $271,167
5,487 New
5,487 $258,000

Others Institutions Holding AOR

# of Institutions
392
Shares Held
16.1M
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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