Pds Planning, Inc Ishares Tr Core Growth Allocat Transaction History

Pds Planning, Inc

  • $1.11 Billion
  • Q4 2024

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 15,075 shares of AOR stock, worth $895,304. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,075
Previous 15,071 0.03%
Holding current value
$895,304
Previous $892,000 3.14%
% of portfolio
0.08%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR CORE GROWTH ALLOCAT

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