A detailed history of Valmark Advisers, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Valmark Advisers, Inc. holds 6,000 shares of AOR stock, worth $347,880. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,000
Previous 6,000 -0.0%
Holding current value
$347,880
Previous $337,000 5.34%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$53.33 - $56.61 $232,838 - $247,159
-4,366 Reduced 42.12%
6,000 $337,000
Q1 2024

May 03, 2024

BUY
$52.25 - $55.68 $9,614 - $10,245
184 Added 1.81%
10,366 $577,000
Q4 2023

Feb 02, 2024

SELL
$47.73 - $53.4 $12,982 - $14,524
-272 Reduced 2.6%
10,182 $541,000
Q3 2023

Nov 07, 2023

SELL
$49.22 - $52.2 $7,875 - $8,352
-160 Reduced 1.51%
10,454 $516,000
Q2 2023

Aug 02, 2023

BUY
$49.42 - $51.49 $191,255 - $199,266
3,870 Added 57.38%
10,614 $546,000
Q1 2023

May 01, 2023

BUY
$47.5 - $50.91 $17,052 - $18,276
359 Added 5.62%
6,744 $337,000
Q4 2022

Feb 06, 2023

SELL
$44.27 - $49.42 $531 - $593
-12 Reduced 0.19%
6,385 $301,000
Q2 2022

Aug 01, 2022

BUY
$47.07 - $54.22 $1,412 - $1,626
30 Added 0.47%
6,397 $307,000
Q1 2022

May 10, 2022

BUY
$51.69 - $57.18 $5,479 - $6,061
106 Added 1.69%
6,367 $344,000
Q4 2021

Feb 02, 2022

BUY
$55.21 - $57.77 $30,365 - $31,773
550 Added 9.63%
6,261 $357,000
Q3 2021

Nov 09, 2021

BUY
$55.25 - $57.29 $315,532 - $327,183
5,711 New
5,711 $317,000
Q4 2018

Feb 07, 2019

SELL
N/A
-6,265 Closed
0 $0
Q3 2018

Nov 02, 2018

SELL
N/A
-595 Reduced 8.67%
6,265 $283,000
Q2 2018

Aug 07, 2018

BUY
N/A
260 Added 3.94%
6,860 $304,000
Q1 2018

May 07, 2018

BUY
N/A
185 Added 2.88%
6,600 $294,000
Q4 2017

Feb 09, 2018

BUY
N/A
6,415
6,415 $288,000

Others Institutions Holding AOR

About ISHARES TR CORE GROWTH ALLOCAT


  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
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