Pds Planning, Inc Ishares Tr Core Growth Allocat Transaction History

Pds Planning, Inc

$1.32 Billion
Q2 2025

A detailed history of Pds Planning, Inc transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Pds Planning, Inc holds 14,131 shares of AOR stock, worth $908,199. This represents 0.07% of its overall portfolio holdings.

Number of Shares

14,131

Previous 14,318 1.31%

Holding current value

$908,199

Previous $824,000 5.58%

% of portfolio

0.07%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$53.36 - $61.57 $9,978 - $11,513	-187 Reduced 1.31%	14,131 $870,000
Q1 2025 Apr 23, 2025	SELL	$56.63 - $59.39 $42,868 - $44,958	-757 Reduced 5.02%	14,318 $824,000
Q4 2024 Feb 10, 2025	BUY	$57.32 - $59.66 $229 - $238	4 Added 0.03%	15,075 $864,000
Q3 2024 Oct 29, 2024	SELL	$55.15 - $59.31 $4,412 - $4,744	-80 Reduced 0.53%	15,071 $892,000
Q2 2024 Aug 07, 2024	SELL	$53.33 - $56.61 $75,781 - $80,442	-1,421 Reduced 8.57%	15,151 $853,000
Q1 2024 May 01, 2024	SELL	$52.25 - $55.68 $16,824 - $17,928	-322 Reduced 1.91%	16,572 $922,000
Q4 2023 Feb 01, 2024	SELL	$47.73 - $53.4 $150,397 - $168,263	-3,151 Reduced 15.72%	16,894 $898,000
Q3 2023 Oct 20, 2023	BUY	$49.22 - $52.2 $689 - $730	14 Added 0.07%	20,045 $990,000
Q2 2023 Jul 20, 2023	SELL	$49.42 - $51.49 $83,766 - $87,275	-1,695 Reduced 7.8%	20,031 $1.03 Million
Q1 2023 May 01, 2023	SELL	$47.5 - $50.91 $258,875 - $277,459	-5,450 Reduced 20.05%	21,726 $1.09 Million
Q4 2022 Jan 26, 2023	BUY	$44.27 - $49.42 $1.2 Million - $1.34 Million	27,176 New	27,176 $0

Others Institutions Holding AOR

# of Institutions

414

Shares Held

16.9M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
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