Steward Partners Investment Advisory, LLC Ishares Tr Core Growth Allocat Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 4,133 shares of AOR stock, worth $241,987. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,133
Previous 3,860 7.07%
Holding current value
$241,987
Previous $217,000 12.44%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$55.15 - $59.31 $15,055 - $16,191
273 Added 7.07%
4,133 $244,000
Q2 2024

Aug 08, 2024
BUY
$53.33 - $56.61 $205,853 - $218,514
3,860 New
3,860 $217,000
Q2 2023

Aug 14, 2023
SELL
$49.42 - $51.49 $4,942 - $5,149
-100 Reduced 80.0%
25 $1,000
Q1 2023

May 15, 2023
SELL
$47.5 - $50.91 $475 - $509
-10 Reduced 7.41%
125 $6,000
Q4 2022

Feb 15, 2023
SELL
$44.27 - $49.42 $7,968 - $8,895
-180 Reduced 57.14%
135 $6,000
Q2 2022

Aug 04, 2022
SELL
$47.07 - $54.22 $5,883 - $6,777
-125 Reduced 28.41%
315 $15,000
Q1 2022

May 02, 2022
SELL
$51.69 - $57.18 $6,719 - $7,433
-130 Reduced 22.81%
440 $24,000
Q4 2021

Feb 08, 2022
BUY
$55.21 - $57.77 $7,177 - $7,510
130 Added 29.55%
570 $33,000
Q1 2021

May 14, 2021
SELL
$52.05 - $53.97 $8,067 - $8,365
-155 Reduced 26.05%
440 $0
Q4 2020

Feb 11, 2021
BUY
$47.5 - $52.36 $28,262 - $31,154
595 New
595 $31,000
Q4 2019

Jan 17, 2020
SELL
$45.15 - $48.12 $27,722 - $29,545
-614 Closed
0 $0
Q3 2019

Oct 30, 2019
BUY
$45.85 - $46.22 $15,313 - $15,437
334 Added 119.29%
614 $28,000
Q2 2019

Jul 25, 2019
BUY
N/A
280 New
280 $12,000
Q1 2017

Nov 22, 2017
SELL
N/A
-390 Closed
0 $0
Q4 2016

Nov 22, 2017
BUY
N/A
390
390 $15,000

Others Institutions Holding AOR

# of Institutions
367
Shares Held
14.4M
Call Options Held
4K
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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