Kingswood Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 22,095 shares of AOR stock, worth $1.31 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
22,095
Previous 22,339 1.09%
Holding current value
$1.31 Million
Previous $1.32 Billion 4.33%
% of portfolio
0.1%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$57.32 - $59.66 $13,986 - $14,557
-244 Reduced 1.09%
22,095 $1.27 Billion
Q3 2024

Oct 21, 2024
BUY
$55.15 - $59.31 $1.23 Million - $1.32 Million
22,339 New
22,339 $1.32 Billion
Q1 2024

Apr 15, 2024
SELL
$52.25 - $55.68 $15,675 - $16,704
-300 Reduced 2.54%
11,500 $640 Million
Q4 2023

Jan 16, 2024
BUY
$47.73 - $53.4 $563,214 - $630,120
11,800 New
11,800 $628 Million
Q2 2023

Aug 09, 2023
BUY
$49.42 - $51.49 $586,862 - $611,443
11,875 New
11,875 $611 Million

Others Institutions Holding AOR

# of Institutions
386
Shares Held
19.7M
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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