Soa Wealth Advisors, Llc. Ishares Tr Core Growth Allocat Transaction History

Soa Wealth Advisors, Llc.

$897 Million
Q2 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 681 shares of AOR stock, worth $43,767. This represents 0.0% of its overall portfolio holdings.

Number of Shares

681

Previous 680 0.15%

Holding current value

$43,767

Previous $39,000 5.13%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$53.36 - $61.57 $53 - $61	1 Added 0.15%	681 $41,000
Q4 2024 Jan 28, 2025	BUY	$57.32 - $59.66 $286 - $298	5 Added 0.74%	680 $38,000
Q3 2024 Oct 08, 2024	SELL	$55.15 - $59.31 $23,273 - $25,028	-422 Reduced 38.47%	675 $39,000
Q2 2024 Jul 17, 2024	SELL	$53.33 - $56.61 $853 - $905	-16 Reduced 1.44%	1,097 $61,000
Q1 2024 Apr 10, 2024	SELL	$52.25 - $55.68 $574 - $612	-11 Reduced 0.98%	1,113 $61,000
Q4 2023 Jan 10, 2024	BUY	$47.73 - $53.4 $190 - $213	4 Added 0.36%	1,124 $59,000
Q3 2023 Oct 10, 2023	BUY	$49.22 - $52.2 $246 - $261	5 Added 0.45%	1,120 $55,000
Q2 2023 Jul 07, 2023	SELL	$49.42 - $51.49 $6,523 - $6,796	-132 Reduced 10.59%	1,115 $57,000
Q1 2023 Apr 28, 2023	BUY	$47.5 - $50.91 $237 - $254	5 Added 0.4%	1,247 $62,000
Q4 2022 Jan 10, 2023	SELL	$44.27 - $49.42 $3,275 - $3,657	-74 Reduced 5.62%	1,242 $0
Q3 2022 Oct 07, 2022	BUY	$44.78 - $50.98 $268 - $305	6 Added 0.46%	1,316 $58,000
Q2 2022 Jul 13, 2022	SELL	$47.07 - $54.22 $13,462 - $15,506	-286 Reduced 17.92%	1,310 $62,000
Q1 2022 Apr 07, 2022	BUY	$51.69 - $57.18 $2,015 - $2,230	39 Added 2.5%	1,596 $86,000
Q4 2021 Jan 13, 2022	BUY	$55.21 - $57.77 $165 - $173	3 Added 0.19%	1,557 $89,000
Q3 2021 Oct 12, 2021	BUY	$55.25 - $57.29 $331 - $343	6 Added 0.39%	1,554 $86,000
Q2 2021 Jul 14, 2021	SELL	$54.04 - $56.17 $6,646 - $6,908	-123 Reduced 7.36%	1,548 $86,000
Q1 2021 Apr 26, 2021	SELL	$52.05 - $53.97 $34,040 - $35,296	-654 Reduced 28.13%	1,671 $89,000
Q4 2020 Mar 10, 2021	BUY	$47.5 - $52.36 $110,437 - $121,737	2,325 New	2,325 $124,000

Others Institutions Holding AOR

# of Institutions

414

Shares Held

16.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Ishares Tr Core Growth Allocat Transaction History