Sunbelt Securities, Inc. Ishares Tr Core Growth Allocat Transaction History

Sunbelt Securities, Inc.

$1.01 Billion
Q1 2025

A detailed history of Sunbelt Securities, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 7,284 shares of AOR stock, worth $433,907. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,284

Previous 7,555 3.59%

Holding current value

$433,907

Previous $433,000 3.23%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$56.63 - $59.39 $15,346 - $16,094	-271 Reduced 3.59%	7,284 $419,000
Q4 2024 Feb 18, 2025	SELL	$57.32 - $59.66 $80,190 - $83,464	-1,399 Reduced 15.62%	7,555 $433,000
Q3 2024 Nov 18, 2024	SELL	$55.15 - $59.31 $79,416 - $85,406	-1,440 Reduced 13.85%	8,954 $530,000
Q2 2024 Aug 15, 2024	BUY	$53.33 - $56.61 $244,038 - $259,047	4,576 Added 78.65%	10,394 $585,000
Q1 2024 Apr 15, 2024	BUY	$52.25 - $55.68 $103,507 - $110,302	1,981 Added 51.63%	5,818 $323,000
Q3 2023 Dec 11, 2023	SELL	$49.22 - $52.2 $1,821 - $1,931	-37 Reduced 0.96%	3,837 $189,000
Q1 2023 May 17, 2023	BUY	$47.5 - $50.91 $184,015 - $197,225	3,874 New	3,874 $193,000
Q4 2021 Feb 14, 2022	SELL	$55.21 - $57.77 $799,551 - $836,625	-14,482 Closed	0 $0
Q2 2021 Jul 29, 2021	BUY	$54.04 - $56.17 $59,984 - $62,348	1,110 Added 8.3%	14,482 $807,000
Q1 2021 May 27, 2021	SELL	$52.05 - $53.97 $103,475 - $107,292	-1,988 Reduced 12.94%	13,372 $716,000
Q4 2020 Feb 09, 2021	BUY	$47.5 - $52.36 $609,235 - $671,569	12,826 Added 506.16%	15,360 $802,000
Q4 2019 Feb 14, 2020	BUY	$45.15 - $48.12 $114,410 - $121,936	2,534 New	2,534 $30.3 Million

Others Institutions Holding AOR

# of Institutions

392

Shares Held

16.1M

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 Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.

Account

Sunbelt Securities, Inc. Ishares Tr Core Growth Allocat Transaction History