Rtd Financial Advisors, Inc. Ishares Tr Core Growth Allocat Transaction History

Rtd Financial Advisors, Inc.

$779 Million
Q4 2024

A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 27,390 shares of AOR stock, worth $1.62 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

27,390

Previous 27,508 0.43%

Holding current value

$1.62 Million

Previous $1.63 Million 3.68%

% of portfolio

0.2%

Previous 0.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$57.32 - $59.66 $6,763 - $7,039	-118 Reduced 0.43%	27,390 $1.57 Million
Q3 2024 Oct 30, 2024	BUY	$55.15 - $59.31 $12,022 - $12,929	218 Added 0.8%	27,508 $1.63 Million
Q2 2024 Jul 22, 2024	SELL	$53.33 - $56.61 $99,993 - $106,143	-1,875 Reduced 6.43%	27,290 $1.54 Million
Q1 2024 Apr 19, 2024	BUY	$52.25 - $55.68 $129,945 - $138,476	2,487 Added 9.32%	29,165 $1.62 Million
Q4 2023 Jan 17, 2024	SELL	$47.73 - $53.4 $1.15 Million - $1.28 Million	-23,999 Reduced 47.36%	26,678 $1.42 Million
Q3 2023 Oct 19, 2023	BUY	$49.22 - $52.2 $176,306 - $186,980	3,582 Added 7.61%	50,677 $2.5 Million
Q2 2023 Jul 13, 2023	BUY	$49.42 - $51.49 $1.06 Million - $1.11 Million	21,498 Added 83.99%	47,095 $2.42 Million
Q1 2023 Apr 18, 2023	BUY	$47.5 - $50.91 $62,510 - $66,997	1,316 Added 5.42%	25,597 $1.28 Million
Q4 2022 Jan 24, 2023	SELL	$44.27 - $49.42 $1.56 Million - $1.74 Million	-35,261 Reduced 59.22%	24,281 $0
Q3 2022 Oct 12, 2022	BUY	$44.78 - $50.98 $364,867 - $415,385	8,148 Added 15.85%	59,542 $2.67 Million
Q2 2022 Jul 21, 2022	SELL	$47.07 - $54.22 $178,442 - $205,548	-3,791 Reduced 6.87%	51,394 $2.47 Million
Q1 2022 May 03, 2022	BUY	$51.69 - $57.18 $167,837 - $185,663	3,247 Added 6.25%	55,185 $2.98 Million
Q4 2021 May 02, 2022	BUY	$55.21 - $57.77 $2.87 Million - $3 Million	51,938 New	51,938 $2.97 Million

Others Institutions Holding AOR

# of Institutions

385

Shares Held

19.7M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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Rtd Financial Advisors, Inc. Ishares Tr Core Growth Allocat Transaction History