Legacy Financial Group LLC Ishares Tr Core Growth Allocat Transaction History

Legacy Financial Group LLC

  • $591 Million
  • Q2 2025

A detailed history of Legacy Financial Group LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Legacy Financial Group LLC holds 23,397 shares of AOR stock, worth $1.45 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
23,397
Previous 23,290 0.46%
Holding current value
$1.45 Million
Previous $1.34 Million 7.62%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Jul 15, 2025
BUY
$53.36 - $61.57 $5,709 - $6,587
107 Added 0.46%
23,397 $1.44 Million
Q1 2025

Apr 09, 2025
SELL
$56.63 - $59.39 $23,161 - $24,290
-409 Reduced 1.73%
23,290 $1.34 Million
Q4 2024

Jan 21, 2025
SELL
$57.32 - $59.66 $65,803 - $68,489
-1,148 Reduced 4.62%
23,699 $1.36 Million
Q3 2024

Oct 15, 2024
SELL
$55.15 - $59.31 $37,998 - $40,864
-689 Reduced 2.7%
24,847 $1.47 Billion
Q2 2024

Jul 17, 2024
SELL
$53.33 - $56.61 $312,887 - $332,130
-5,867 Reduced 18.68%
25,536 $1.44 Billion
Q1 2024

Apr 10, 2024
BUY
$52.25 - $55.68 $1.64 Million - $1.75 Million
31,403 New
31,403 $1.75 Billion
Q3 2023

Oct 24, 2023
SELL
$49.22 - $52.2 $118,177 - $125,332
-2,401 Reduced 7.54%
29,427 $1.45 Million
Q2 2023

Jul 24, 2023
BUY
$49.42 - $51.49 $81,295 - $84,701
1,645 Added 5.45%
31,828 $1.64 Million
Q1 2023

Apr 21, 2023
BUY
$47.5 - $50.91 $34,152 - $36,604
719 Added 2.44%
30,183 $1.51 Million
Q4 2022

Jan 26, 2023
BUY
$44.27 - $49.42 $189,874 - $211,962
4,289 Added 17.04%
29,464 $0
Q3 2022

Oct 13, 2022
SELL
$44.78 - $50.98 $54,318 - $61,838
-1,213 Reduced 4.6%
25,175 $1.13 Million
Q2 2022

Jul 08, 2022
BUY
$47.07 - $54.22 $85,761 - $98,788
1,822 Added 7.42%
26,388 $1.27 Million
Q1 2022

Apr 12, 2022
BUY
$51.69 - $57.18 $340,895 - $377,102
6,595 Added 36.7%
24,566 $1.33 Million
Q4 2021

Jan 20, 2022
SELL
$55.21 - $57.77 $159,336 - $166,724
-2,886 Reduced 13.84%
17,971 $1.02 Million
Q3 2021

Oct 22, 2021
BUY
$55.25 - $57.29 $336,472 - $348,896
6,090 Added 41.24%
20,857 $1.16 Million
Q2 2021

Jul 20, 2021
BUY
$54.04 - $56.17 $110,890 - $115,260
2,052 Added 16.14%
14,767 $827,000
Q1 2021

Apr 26, 2021
BUY
$52.05 - $53.97 $82,655 - $85,704
1,588 Added 14.27%
12,715 $681,000
Q4 2020

Jan 28, 2021
BUY
$47.5 - $52.36 $528,532 - $582,609
11,127 New
11,127 $581,000

Others Institutions Holding AOR

# of Institutions
410
Shares Held
16.4M
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 Legacy Financial Group LLC Portfolio

Follow Legacy Financial 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 Legacy Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email