Valmark Advisers, Inc. Ishares Tr Core Growth Allocat Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

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 6,029 shares of AOR stock, worth $374,159. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,029

Previous 5,882 2.5%

Holding current value

$374,159

Previous $338,000 9.76%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$53.36 - $61.57 $7,843 - $9,050	147 Added 2.5%	6,029 $371,000
Q4 2024 Jan 30, 2025	SELL	$57.32 - $59.66 $6,763 - $7,039	-118 Reduced 1.97%	5,882 $337,000
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

# of Institutions

403

Shares Held

16.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. Ishares Tr Core Growth Allocat Transaction History