Wealth Forward, LLC Ishares Tr Core Growth Allocat Transaction History

Wealth Forward, LLC

$149 Billion
Q2 2025

A detailed history of Wealth Forward, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Wealth Forward, LLC holds 106,735 shares of AOR stock, worth $6.61 Million. This represents 4.42% of its overall portfolio holdings.

Number of Shares

106,735

Previous 107,110 0.35%

Holding current value

$6.61 Million

Previous $6.17 Billion 6.57%

% of portfolio

4.42%

Previous 4.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$53.36 - $61.57 $20,010 - $23,088	-375 Reduced 0.35%	106,735 $6.57 Billion
Q1 2025 May 07, 2025	BUY	$56.63 - $59.39 $78,206 - $82,017	1,381 Added 1.31%	107,110 $6.17 Billion
Q4 2024 Jan 22, 2025	BUY	$57.32 - $59.66 $111,258 - $115,800	1,941 Added 1.87%	105,729 $6.06 Billion
Q3 2024 Oct 28, 2024	BUY	$55.15 - $59.31 $154,861 - $166,542	2,808 Added 2.78%	103,788 $6.15 Billion
Q2 2024 Jul 19, 2024	SELL	$53.33 - $56.61 $142,124 - $150,865	-2,665 Reduced 2.57%	100,980 $5.69 Billion
Q1 2024 May 07, 2024	BUY	$52.25 - $55.68 $70,015 - $74,611	1,340 Added 1.31%	103,645 $5.77 Billion
Q4 2023 Feb 21, 2024	BUY	$47.73 - $53.4 $4.88 Million - $5.46 Million	102,305 New	102,305 $5.44 Billion

Others Institutions Holding AOR

# of Institutions

407

Shares Held

16.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

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Wealth Forward, LLC Ishares Tr Core Growth Allocat Transaction History