Marshall Financial Group Inc Ishares Tr Core Growth Allocat Transaction History

Marshall Financial Group Inc

  • $331 Million
  • Q3 2024

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 3,666 shares of AOR stock, worth $213,434. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,666
Previous 3,624 1.16%
Holding current value
$213,434
Previous $204,000 6.37%
% of portfolio
0.07%
Previous 0.07%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
367
Shares Held
14.4M
Call Options Held
4K
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 Marshall Financial Group Inc Portfolio

Follow Marshall Financial Group Inc 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 Marshall Financial Group Inc , based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email