Mc Kinley Carter Wealth Services, Inc. Ishares Tr Core Growth Allocat Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.47 Billion
  • Q1 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 15,161 shares of AOR stock, worth $856,596. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,161
Previous 15,700 3.43%
Holding current value
$856,596
Previous $835,000 1.08%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Apr 26, 2024
SELL
$52.25 - $55.68 $28,162 - $30,011
-539 Reduced 3.43%
15,161 $844,000
Q4 2023

Feb 07, 2024
BUY
$47.73 - $53.4 $57,132 - $63,919
1,197 Added 8.25%
15,700 $835,000
Q3 2023

Oct 13, 2023
BUY
$49.22 - $52.2 $61,623 - $65,354
1,252 Added 9.45%
14,503 $716,000
Q2 2023

Aug 02, 2023
SELL
$49.42 - $51.49 $4,645 - $4,840
-94 Reduced 0.7%
13,251 $681,000
Q1 2023

Apr 24, 2023
SELL
$47.5 - $50.91 $78,707 - $84,357
-1,657 Reduced 11.05%
13,345 $667,000
Q4 2022

Feb 07, 2023
SELL
$45.86 - $49.42 $14,400 - $15,517
-314 Reduced 2.05%
15,002 $707,000
Q3 2022

Oct 24, 2022
SELL
N/A
-1,291 Reduced 7.77%
15,316 $686,000
Q2 2022

Jul 15, 2022
BUY
N/A
232 Added 1.42%
16,607 $797,000
Q1 2022

Apr 27, 2022
SELL
N/A
-1,507 Reduced 8.43%
16,375 $884,000
Q4 2021

Feb 07, 2022
SELL
N/A
-532 Reduced 2.89%
17,882 $1.02 Million
Q3 2021

Nov 03, 2021
BUY
N/A
1,039 Added 5.98%
18,414 $1.02 Million
Q2 2021

Aug 12, 2021
BUY
N/A
706 Added 4.24%
17,375 $973,000
Q1 2021

Apr 30, 2021
BUY
N/A
16,669 New
16,669 $893,000

Others Institutions Holding AOR

# of Institutions
341
Shares Held
13.9M
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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