Kowal Investment Group, LLC Ishares Tr Core Growth Allocat Transaction History

Kowal Investment Group, LLC

  • $460 Million
  • Q1 2024

A detailed history of Kowal Investment Group, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Kowal Investment Group, LLC holds 5,450 shares of AOR stock, worth $305,636. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,450
Previous 8,032 32.15%
Holding current value
$305,636
Previous $427,000 29.04%
% of portfolio
0.07%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$52.25 - $55.68 $134,909 - $143,765
-2,582 Reduced 32.15%
5,450 $303,000
Q4 2023

Jan 22, 2024
BUY
$47.73 - $53.4 $383,367 - $428,908
8,032 New
8,032 $427,000
Q4 2022

Jan 25, 2023
BUY
$45.86 - $49.42 $751,691 - $810,043
16,391 New
16,391 $0

Others Institutions Holding AOR

# of Institutions
337
Shares Held
14.4M
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
Track This Portfolio

Track Kowal Investment Group, LLC Portfolio

Follow Kowal Investment Group, LLC 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 Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email