Marshall Financial Group Inc Ishares Tr Core Growth Allocat Transaction History

Marshall Financial Group Inc

$318 Million
Q1 2025

A detailed history of Marshall Financial Group Inc transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Marshall Financial Group Inc holds 3,655 shares of AOR stock, worth $226,829. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,655

Previous 3,708 1.43%

Holding current value

$226,829

Previous $212,000 0.94%

% of portfolio

0.07%

Previous 0.06%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$56.63 - $59.39 $3,001 - $3,147	-53 Reduced 1.43%	3,655 $210,000
Q4 2024 Jan 24, 2025	BUY	$57.32 - $59.66 $2,407 - $2,505	42 Added 1.15%	3,708 $212,000
Q3 2024 Nov 04, 2024	BUY	$55.15 - $59.31 $2,316 - $2,491	42 Added 1.16%	3,666 $217,000
Q2 2024 Aug 09, 2024	BUY	$53.33 - $56.61 $193,267 - $205,154	3,624 New	3,624 $204,000
Q4 2023 Feb 07, 2024	BUY	$47.73 - $53.4 $1,813 - $2,029	38 Added 0.93%	4,118 $219,000
Q3 2023 Nov 02, 2023	SELL	$49.22 - $52.2 $5,709 - $6,055	-116 Reduced 2.76%	4,080 $201,000
Q2 2023 Aug 10, 2023	SELL	$49.42 - $51.49 $1,284 - $1,338	-26 Reduced 0.62%	4,196 $215,000
Q1 2023 May 02, 2023	SELL	$47.5 - $50.91 $26,980 - $28,916	-568 Reduced 11.86%	4,222 $211,000
Q4 2022 Feb 03, 2023	BUY	$44.27 - $49.42 $1,770 - $1,976	40 Added 0.84%	4,790 $225,000
Q3 2022 Nov 14, 2022	BUY	$44.78 - $50.98 $212,705 - $242,154	4,750 New	4,750 $213,000
Q2 2022 Aug 10, 2022	SELL	$47.07 - $54.22 $191,010 - $220,024	-4,058 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$51.69 - $57.18 $2,687 - $2,973	52 Added 1.3%	4,058 $219,000
Q4 2021 Feb 08, 2022	SELL	$55.21 - $57.77 $30,144 - $31,542	-546 Reduced 11.99%	4,006 $229,000
Q3 2021 Nov 15, 2021	BUY	$55.25 - $57.29 $2,044 - $2,119	37 Added 0.82%	4,552 $253,000
Q2 2021 Jul 29, 2021	SELL	$54.04 - $56.17 $12,969 - $13,480	-240 Reduced 5.05%	4,515 $253,000
Q1 2021 May 10, 2021	SELL	$52.05 - $53.97 $123,462 - $128,016	-2,372 Reduced 33.28%	4,755 $255,000
Q4 2020 Feb 04, 2021	BUY	$47.5 - $52.36 $43,700 - $48,171	920 Added 14.82%	7,127 $372,000
Q3 2020 Nov 10, 2020	BUY	$46.46 - $50.06 $15,192 - $16,369	327 Added 5.56%	6,207 $301,000
Q2 2020 Jul 27, 2020	BUY	$40.37 - $47.5 $3,350 - $3,942	83 Added 1.43%	5,880 $273,000
Q1 2020 Apr 23, 2020	BUY	$37.67 - $48.89 $47,652 - $61,845	1,265 Added 27.91%	5,797 $240,000
Q4 2019 Feb 05, 2020	BUY	$45.15 - $48.12 $204,619 - $218,079	4,532 New	4,532 $217,000
Q2 2019 Jul 23, 2019	SELL	N/A	-4,704 Closed	0 $0
Q1 2019 Apr 26, 2019	SELL	N/A	-832 Reduced 15.03%	4,704 $210,000
Q4 2018 Feb 11, 2019	BUY	N/A	5,536 New	5,536 $229,000

Others Institutions Holding AOR

# of Institutions

405

Shares Held

16.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

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Marshall Financial Group Inc Ishares Tr Core Growth Allocat Transaction History