A detailed history of Milestone Asset Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Milestone Asset Management, LLC holds 9,601 shares of AOR stock, worth $563,770. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,601
Previous 9,218 4.15%
Holding current value
$563,770
Previous $513 Million 5.37%
% of portfolio
0.14%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$53.33 - $56.61 $20,425 - $21,681
383 Added 4.15%
9,601 $541 Million
Q1 2024

Apr 23, 2024

BUY
$52.25 - $55.68 $188,779 - $201,171
3,613 Added 64.46%
9,218 $513 Million
Q4 2023

Jan 23, 2024

BUY
$47.73 - $53.4 $39,281 - $43,948
823 Added 17.21%
5,605 $298 Million
Q3 2023

Nov 13, 2023

BUY
$49.22 - $52.2 $235,370 - $249,620
4,782 New
4,782 $235 Million

Others Institutions Holding AOR

About ISHARES TR CORE GROWTH ALLOCAT


  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, 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 Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.