Summit Financial Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Summit Financial Wealth Advisors, LLC

$609 Million
Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 8,604 shares of AOR stock, worth $552,979. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,604

Previous 8,604 -0.0%

Holding current value

$552,979

Previous $529,000 3.78%

% of portfolio

0.09%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 29, 2025	BUY	$53.36 - $61.57 $6,616 - $7,634	124 Added 1.46%	8,604 $529,000
Q4 2020 Jan 11, 2021	SELL	$47.5 - $52.36 $517,892 - $570,881	-10,903 Reduced 56.25%	8,480 $411,000
Q2 2020 Jul 16, 2020	SELL	$40.37 - $47.5 $652,136 - $767,315	-16,154 Reduced 45.46%	19,383 $911,000
Q1 2020 Apr 29, 2020	SELL	$37.67 - $48.89 $1.19 Million - $1.54 Million	-31,517 Reduced 47.0%	35,537 $1.49 Million
Q3 2019 Nov 05, 2019	SELL	$45.85 - $46.22 $1.16 Million - $1.17 Million	-25,213 Reduced 27.33%	67,054 $3.08 Million
Q2 2019 Jul 16, 2019	SELL	N/A	-38,646 Reduced 29.52%	92,267 $4.25 Million
Q1 2019 May 01, 2019	SELL	N/A	-6,109 Reduced 4.46%	130,913 $5.88 Million
Q4 2018 Feb 01, 2019	BUY	N/A	137,022 New	137,022 $5.66 Million
Q3 2017 Nov 06, 2017	SELL	N/A	-6,109 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	6,109	6,109 $266,000

Others Institutions Holding AOR

# of Institutions

423

Shares Held

16.8M

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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Summit Financial Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History