Zimmermann Investment Management & Planning LLC Ishares Tr Core Growth Allocat Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 6,974 shares of AOR stock, worth $404,352. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,974
Previous 7,017 0.61%
Holding current value
$404,352
Previous $395,000 4.56%
% of portfolio
0.14%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$55.15 - $59.31 $2,371 - $2,550
-43 Reduced 0.61%
6,974 $413,000
Q2 2024

Jul 26, 2024
SELL
$53.33 - $56.61 $41,064 - $43,589
-770 Reduced 9.89%
7,017 $395,000
Q1 2024

Apr 22, 2024
SELL
$52.25 - $55.68 $89,034 - $94,878
-1,704 Reduced 17.95%
7,787 $433,000
Q4 2023

Jan 22, 2024
SELL
$47.73 - $53.4 $62,287 - $69,687
-1,305 Reduced 12.09%
9,491 $504,000
Q3 2023

Oct 31, 2023
SELL
$49.22 - $52.2 $41,049 - $43,534
-834 Reduced 7.17%
10,796 $533,000
Q2 2023

Jul 13, 2023
BUY
$49.42 - $51.49 $119,892 - $124,914
2,426 Added 26.36%
11,630 $598,000
Q1 2023

Apr 25, 2023
SELL
$47.5 - $50.91 $13,585 - $14,560
-286 Reduced 3.01%
9,204 $460,000
Q4 2022

Jan 20, 2023
SELL
$44.27 - $49.42 $12,085 - $13,491
-273 Reduced 2.8%
9,490 $0
Q3 2022

Nov 01, 2022
BUY
$44.78 - $50.98 $437,187 - $497,717
9,763 New
9,763 $437,000

Others Institutions Holding AOR

# of Institutions
366
Shares Held
14.4M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES TR CORE GROWTH ALLOCAT

AOR Quotes by TradingView
  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
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