Morton Brown Family Wealth, LLC Ishares Tr Core Growth Allocat Transaction History

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 6,465 shares of AOR stock, worth $383,956. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,465
Previous 12,742 49.26%
Holding current value
$383,956
Previous $754,000 50.93%
% of portfolio
0.13%
Previous 0.27%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$57.32 - $59.66 $359,797 - $374,485
-6,277 Reduced 49.26%
6,465 $370,000
Q3 2024

Oct 24, 2024
BUY
$55.15 - $59.31 $3,088 - $3,321
56 Added 0.44%
12,742 $754,000
Q2 2024

Jul 30, 2024
BUY
$53.33 - $56.61 $3,466 - $3,679
65 Added 0.52%
12,686 $714,000
Q1 2024

Apr 23, 2024
SELL
$52.25 - $55.68 $15,884 - $16,926
-304 Reduced 2.35%
12,621 $702,000
Q4 2023

Jan 26, 2024
SELL
$47.73 - $53.4 $11,932 - $13,350
-250 Reduced 1.9%
12,925 $687,000
Q3 2023

Oct 18, 2023
SELL
$49.22 - $52.2 $65,561 - $69,530
-1,332 Reduced 9.18%
13,175 $650,000
Q2 2023

Jul 25, 2023
SELL
$49.42 - $51.49 $27,378 - $28,525
-554 Reduced 3.68%
14,507 $746,000
Q1 2023

Apr 25, 2023
BUY
$47.5 - $50.91 $3,230 - $3,461
68 Added 0.45%
15,061 $753,000
Q4 2022

Feb 01, 2023
BUY
$44.27 - $49.42 $3,054 - $3,409
69 Added 0.46%
14,993 $707,000
Q2 2022

Jul 21, 2022
SELL
$47.07 - $54.22 $8,331 - $9,596
-177 Reduced 1.17%
14,924 $716,000
Q1 2022

Apr 20, 2022
SELL
$51.69 - $57.18 $371,289 - $410,723
-7,183 Reduced 32.23%
15,101 $815,000
Q4 2021

Feb 11, 2022
BUY
$55.21 - $57.77 $1.23 Million - $1.29 Million
22,284 New
22,284 $1.27 Million

Others Institutions Holding AOR

# of Institutions
386
Shares Held
19.7M
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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