Kingsview Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 9,057 shares of AOR stock, worth $562,983. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,057

Previous 9,551 5.17%

Holding current value

$562,983

Previous $549,000 1.46%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$53.36 - $61.57 $26,359 - $30,415	-494 Reduced 5.17%	9,057 $557,000
Q1 2025 May 02, 2025	SELL	$56.63 - $59.39 $3,794 - $3,979	-67 Reduced 0.7%	9,551 $549,000
Q4 2024 Jan 28, 2025	SELL	$57.32 - $59.66 $44,193 - $45,997	-771 Reduced 7.42%	9,618 $551,000
Q3 2024 Nov 12, 2024	SELL	$55.15 - $59.31 $38,880 - $41,813	-705 Reduced 6.35%	10,389 $615,000
Q2 2024 Aug 14, 2024	SELL	$53.33 - $56.61 $176,308 - $187,152	-3,306 Reduced 22.96%	11,094 $624,000
Q1 2024 May 09, 2024	SELL	$52.25 - $55.68 $400,548 - $426,842	-7,666 Reduced 34.74%	14,400 $801,000
Q4 2023 Feb 08, 2024	SELL	$47.73 - $53.4 $404,225 - $452,244	-8,469 Reduced 27.74%	22,066 $1.17 Million
Q3 2023 Nov 07, 2023	SELL	$49.22 - $52.2 $90,810 - $96,309	-1,845 Reduced 5.7%	30,535 $1.51 Million
Q2 2023 Aug 10, 2023	BUY	$49.42 - $51.49 $679,821 - $708,296	13,756 Added 73.86%	32,380 $1.67 Million
Q1 2023 May 15, 2023	BUY	$47.5 - $50.91 $510,530 - $547,180	10,748 Added 136.47%	18,624 $931,000
Q4 2022 Feb 13, 2023	BUY	$44.27 - $49.42 $26,606 - $29,701	601 Added 8.26%	7,876 $371,000
Q3 2022 Nov 14, 2022	BUY	$44.78 - $50.98 $313 - $356	7 Added 0.1%	7,275 $326,000
Q2 2022 Aug 16, 2022	BUY	$47.07 - $54.22 $59,119 - $68,100	1,256 Added 20.89%	7,268 $349,000
Q1 2022 Feb 08, 2024	SELL	$51.69 - $57.18 $769,457 - $851,181	-14,886 Reduced 67.46%	7,180 $0
Q4 2021 Feb 17, 2022	SELL	$55.21 - $57.77 $69,398 - $72,616	-1,257 Reduced 17.29%	6,012 $343,000
Q3 2021 Dec 03, 2021	BUY	$55.25 - $57.29 $9,613 - $9,968	174 Added 2.45%	7,269 $403,000
Q2 2021 Aug 17, 2021	BUY	$54.04 - $56.17 $51,175 - $53,192	947 Added 15.4%	7,095 $398,000
Q1 2021 May 24, 2021	BUY	$52.05 - $53.97 $31,958 - $33,137	614 Added 11.1%	6,148 $332,000
Q4 2020 Feb 16, 2021	BUY	$47.5 - $52.36 $65,882 - $72,623	1,387 Added 33.45%	5,534 $289,000
Q3 2020 Nov 19, 2020	BUY	$46.46 - $50.06 $192,669 - $207,598	4,147 New	4,147 $201,000

Others Institutions Holding AOR

# of Institutions

408

Shares Held

16.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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Kingsview Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History