Milestone Asset Management, LLC Ishares Tr Core Growth Allocat Transaction History

Milestone Asset Management, LLC

$470 Billion
Q1 2025

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 16,079 shares of AOR stock, worth $920,361. This represents 0.2% of its overall portfolio holdings.

Number of Shares

16,079

Previous 14,410 11.58%

Holding current value

$920,361

Previous $826 Million 12.07%

% of portfolio

0.2%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$56.63 - $59.39 $94,515 - $99,121	1,669 Added 11.58%	16,079 $926 Million
Q4 2024 Jan 23, 2025	BUY	$57.32 - $59.66 $71,993 - $74,932	1,256 Added 9.55%	14,410 $826 Million
Q3 2024 Oct 25, 2024	BUY	$55.15 - $59.31 $195,947 - $210,728	3,553 Added 37.01%	13,154 $779 Million
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

# of Institutions

387

Shares Held

19M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

Track This Portfolio

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.

Account

Milestone Asset Management, LLC Ishares Tr Core Growth Allocat Transaction History