Modera Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Modera Wealth Management, LLC holds 11,726 shares of AOR stock, worth $748,939. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,726
Previous 10,873 7.85%
Holding current value
$748,939
Previous $625,000 15.36%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$53.36 - $61.57 $45,516 - $52,519
853 Added 7.85%
11,726 $721,000
Q1 2025

May 08, 2025
BUY
$56.63 - $59.39 $101,197 - $106,129
1,787 Added 19.67%
10,873 $625,000
Q4 2024

Feb 05, 2025
BUY
$57.32 - $59.66 $4,127 - $4,295
72 Added 0.8%
9,086 $520,000
Q3 2024

Oct 24, 2024
BUY
$55.15 - $59.31 $22,115 - $23,783
401 Added 4.66%
9,014 $533,000
Q2 2024

Jul 29, 2024
BUY
$53.33 - $56.61 $3,733 - $3,962
70 Added 0.82%
8,613 $485,000
Q1 2024

May 14, 2024
BUY
$52.25 - $55.68 $61,602 - $65,646
1,179 Added 16.01%
8,543 $475,000
Q4 2023

Feb 14, 2024
BUY
$47.73 - $53.4 $101,473 - $113,528
2,126 Added 40.59%
7,364 $391,000
Q3 2023

Nov 30, 2023
BUY
$49.22 - $52.2 $257,814 - $273,423
5,238 New
5,238 $258,000
Q2 2023

Aug 07, 2023
BUY
$49.42 - $51.49 $255,748 - $266,460
5,175 New
5,175 $266,000
Q2 2022

Jul 27, 2022
SELL
$47.07 - $54.22 $49,847 - $57,418
-1,059 Reduced 19.86%
4,274 $205,000
Q1 2022

May 03, 2022
BUY
$51.69 - $57.18 $77,741 - $85,998
1,504 Added 39.28%
5,333 $288,000
Q4 2021

Feb 04, 2022
BUY
$55.21 - $57.77 $211,399 - $221,201
3,829 New
3,829 $219,000

Others Institutions Holding AOR

# of Institutions
412
Shares Held
16.5M
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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