Sage Financial Group Inc Ishares Tr Core Growth Allocat Transaction History

Sage Financial Group Inc

$1.35 Billion
Q2 2025

A detailed history of Sage Financial Group Inc transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Sage Financial Group Inc holds 20,996 shares of AOR stock, worth $1.3 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

20,996

Previous 13,106 60.2%

Holding current value

$1.3 Million

Previous $754,000 71.35%

% of portfolio

0.1%

Previous 0.06%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$53.36 - $61.57 $421,010 - $485,787	7,890 Added 60.2%	20,996 $1.29 Million
Q4 2024 Jan 23, 2025	SELL	$57.32 - $59.66 $46,715 - $48,622	-815 Reduced 5.85%	13,106 $751,000
Q3 2024 Oct 29, 2024	SELL	$55.15 - $59.31 $2,481 - $2,668	-45 Reduced 0.32%	13,921 $824,000
Q2 2024 Aug 02, 2024	SELL	$53.33 - $56.61 $73,702 - $78,235	-1,382 Reduced 9.0%	13,966 $786,000
Q1 2024 Apr 30, 2024	SELL	$52.25 - $55.68 $72,523 - $77,283	-1,388 Reduced 8.29%	15,348 $854,000
Q4 2023 Jan 18, 2024	SELL	$47.73 - $53.4 $23,865 - $26,700	-500 Reduced 2.9%	16,736 $890,000
Q3 2023 Oct 12, 2023	SELL	$49.22 - $52.2 $75,848 - $80,440	-1,541 Reduced 8.21%	17,236 $851,000
Q2 2023 Jul 27, 2023	SELL	$49.42 - $51.49 $691,286 - $720,242	-13,988 Reduced 42.69%	18,777 $966,000
Q1 2023 Apr 18, 2023	SELL	$47.5 - $50.91 $328,985 - $352,602	-6,926 Reduced 17.45%	32,765 $1.64 Million
Q4 2022 Jan 31, 2023	SELL	$44.27 - $49.42 $1.24 Million - $1.38 Million	-27,907 Reduced 41.28%	39,691 $1.87 Million
Q3 2022 Oct 27, 2022	SELL	$44.78 - $50.98 $2.14 Million - $2.44 Million	-47,764 Reduced 41.4%	67,598 $3.03 Million
Q2 2022 Jul 25, 2022	BUY	$47.07 - $54.22 $2.06 Million - $2.37 Million	43,719 Added 61.02%	115,362 $5.54 Million
Q1 2022 May 02, 2022	SELL	$51.69 - $57.18 $964,845 - $1.07 Million	-18,666 Reduced 20.67%	71,643 $3.87 Million
Q4 2021 Jan 24, 2022	BUY	$55.21 - $57.77 $1.53 Million - $1.6 Million	27,690 Added 44.22%	90,309 $5.16 Million
Q3 2021 Nov 08, 2021	BUY	$55.25 - $57.29 $101,770 - $105,528	1,842 Added 3.03%	62,619 $3.47 Million
Q2 2021 Aug 16, 2021	SELL	$54.04 - $56.17 $36,477 - $37,914	-675 Reduced 1.1%	60,777 $3.4 Million
Q1 2021 Apr 29, 2021	SELL	$52.05 - $53.97 $1.07 Million - $1.11 Million	-20,505 Reduced 25.02%	61,452 $3.29 Million
Q4 2020 Jan 28, 2021	BUY	$47.5 - $52.36 $240,587 - $265,203	5,065 Added 6.59%	81,957 $4.28 Million
Q3 2020 Oct 26, 2020	BUY	$46.46 - $50.06 $58,214 - $62,725	1,253 Added 1.66%	76,892 $3.73 Million
Q2 2020 Jul 16, 2020	BUY	$40.37 - $47.5 $638,814 - $751,640	15,824 Added 26.45%	75,639 $3.51 Million
Q1 2020 Apr 16, 2020	BUY	$37.67 - $48.89 $284,634 - $369,412	7,556 Added 14.46%	59,815 $2.48 Million
Q4 2019 Jan 30, 2020	BUY	$45.15 - $48.12 $141,500 - $150,808	3,134 Added 6.38%	52,259 $2.5 Million
Q3 2019 Nov 04, 2019	BUY	$45.85 - $46.22 $348,872 - $351,687	7,609 Added 18.33%	49,125 $2.26 Million
Q2 2019 Jul 24, 2019	BUY	N/A	5,042 Added 13.82%	41,516 $1.91 Million
Q1 2019 Apr 25, 2019	SELL	N/A	-34,569 Reduced 48.66%	36,474 $1.63 Million
Q4 2018 Jan 28, 2019	BUY	N/A	71,043 New	71,043 $2.94 Million

Others Institutions Holding AOR

# of Institutions

407

Shares Held

16.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

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Sage Financial Group Inc Ishares Tr Core Growth Allocat Transaction History