Philip James Wealth Mangement, LLC Ishares Tr Core Growth Allocat Transaction History

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 5,739 shares of AOR stock, worth $340,494. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,739
Previous 6,673 14.0%
Holding current value
$340,494
Previous $395 Million 16.78%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 31, 2025
SELL
$57.32 - $59.66 $53,536 - $55,722
-934 Reduced 14.0%
5,739 $329 Million
Q3 2024

Oct 31, 2024
SELL
$55.15 - $59.31 $37,005 - $39,797
-671 Reduced 9.14%
6,673 $395 Million
Q2 2024

Jul 23, 2024
BUY
$53.33 - $56.61 $29,758 - $31,588
558 Added 8.22%
7,344 $414 Million
Q1 2024

Apr 29, 2024
SELL
$52.25 - $55.68 $38,665 - $41,203
-740 Reduced 9.83%
6,786 $378 Million
Q4 2023

Jan 29, 2024
BUY
$47.73 - $53.4 $359,215 - $401,888
7,526 New
7,526 $400 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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