Srs Capital Advisors, Inc. Ishares Tr Core Growth Allocat Transaction History

Srs Capital Advisors, Inc.

$1.5 Billion
Q4 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 1,047 shares of AOR stock, worth $60,673. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,047

Previous 1,101 4.9%

Holding current value

$60,673

Previous $65,000 7.69%

% of portfolio

0.0%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$57.32 - $59.66 $3,095 - $3,221	-54 Reduced 4.9%	1,047 $60,000
Q3 2024 Nov 06, 2024	SELL	$55.15 - $59.31 $6,728 - $7,235	-122 Reduced 9.98%	1,101 $65,000
Q2 2024 Aug 06, 2024	BUY	$53.33 - $56.61 $6,772 - $7,189	127 Added 11.59%	1,223 $68,000
Q1 2024 May 14, 2024	BUY	$52.25 - $55.68 $940 - $1,002	18 Added 1.67%	1,096 $61,000
Q4 2023 Feb 06, 2024	SELL	$47.73 - $53.4 $572 - $640	-12 Reduced 1.1%	1,078 $57,000
Q3 2023 Nov 14, 2023	BUY	$49.22 - $52.2 $1,870 - $1,983	38 Added 3.61%	1,090 $53,000
Q2 2023 Aug 14, 2023	BUY	$49.42 - $51.49 $197 - $205	4 Added 0.38%	1,052 $54,000
Q4 2022 Feb 24, 2023	BUY	$44.27 - $49.42 $3,585 - $4,003	81 Added 8.38%	1,048 $49,000
Q3 2022 Nov 03, 2022	SELL	$44.78 - $50.98 $4,657 - $5,301	-104 Reduced 9.71%	967 $43,000
Q2 2022 Aug 22, 2022	BUY	$47.07 - $54.22 $6,307 - $7,265	134 Added 14.3%	1,071 $51,000
Q1 2022 May 12, 2022	SELL	$51.69 - $57.18 $15,765 - $17,439	-305 Reduced 24.56%	937 $51,000
Q4 2021 Feb 08, 2022	SELL	$55.21 - $57.77 $5,686 - $5,950	-103 Reduced 7.66%	1,242 $71,000
Q3 2021 Nov 05, 2021	SELL	$55.25 - $57.29 $6,740 - $6,989	-122 Reduced 8.32%	1,345 $75,000
Q2 2021 Aug 02, 2021	SELL	$54.04 - $56.17 $4,971 - $5,167	-92 Reduced 5.9%	1,467 $82,000
Q4 2020 Feb 03, 2021	BUY	$47.5 - $52.36 $5,985 - $6,597	126 Added 8.79%	1,559 $81,000
Q3 2020 Nov 12, 2020	BUY	$46.46 - $50.06 $743 - $800	16 Added 1.13%	1,433 $69,000
Q2 2020 Aug 06, 2020	SELL	$40.37 - $47.5 $28,501 - $33,535	-706 Reduced 33.25%	1,417 $66,000
Q1 2020 May 13, 2020	SELL	$37.67 - $48.89 $106,568 - $138,309	-2,829 Reduced 57.13%	2,123 $88,000
Q4 2019 Feb 07, 2020	BUY	$45.15 - $48.12 $63,661 - $67,849	1,410 Added 39.81%	4,952 $237,000
Q3 2019 Nov 01, 2019	BUY	$45.85 - $46.22 $53,094 - $53,522	1,158 Added 48.57%	3,542 $163,000
Q2 2019 Aug 08, 2019	BUY	N/A	1,428 Added 149.37%	2,384 $110,000
Q4 2018 Feb 06, 2019	BUY	N/A	245 Added 34.46%	956 $39,000
Q3 2018 Nov 06, 2018	BUY	N/A	711 New	711 $32,000

Others Institutions Holding AOR

# of Institutions

390

Shares Held

19.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Account

Srs Capital Advisors, Inc. Ishares Tr Core Growth Allocat Transaction History