Mps Loria Financial Planners, LLC Ishares Tr Core Growth Allocat Transaction History

Mps Loria Financial Planners, LLC

  • $338 Million
  • Q4 2024

A detailed history of Mps Loria Financial Planners, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 8,015 shares of AOR stock, worth $461,183. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,015
Previous 5,470 46.53%
Holding current value
$461,183
Previous $324,000 41.67%
% of portfolio
0.14%
Previous 0.1%

Shares

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

Jan 14, 2025
BUY
$57.32 - $59.66 $145,879 - $151,834
2,545 Added 46.53%
8,015 $459,000
Q3 2024

Oct 21, 2024
BUY
$55.15 - $59.31 $68,220 - $73,366
1,237 Added 29.22%
5,470 $324,000
Q2 2024

Jul 10, 2024
BUY
$53.33 - $56.61 $225,745 - $239,630
4,233 New
4,233 $238,000

Others Institutions Holding AOR

# of Institutions
368
Shares Held
14.2M
Call Options Held
4K
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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