Zrc Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History

Zrc Wealth Management, LLC

$253 Billion
Q2 2025

A detailed history of Zrc Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 1,360 shares of AOR stock, worth $84,537. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,360

Previous 830 63.86%

Holding current value

$84,537

Previous $47.8 Million 75.22%

% of portfolio

0.03%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$53.36 - $61.57 $28,280 - $32,632	530 Added 63.86%	1,360 $83.7 Million
Q1 2025 Apr 09, 2025	BUY	$56.63 - $59.39 $56 - $59	1 Added 0.12%	830 $47.8 Million
Q4 2024 Jan 28, 2025	BUY	$57.32 - $59.66 $687 - $715	12 Added 1.47%	829 $47.5 Million
Q3 2024 Oct 04, 2024	BUY	$55.15 - $59.31 $330 - $355	6 Added 0.74%	817 $48.4 Million
Q2 2024 Jul 08, 2024	BUY	$53.33 - $56.61 $213 - $226	4 Added 0.5%	811 $45.7 Million
Q1 2024 Apr 19, 2024	BUY	$52.25 - $55.68 $8,830 - $9,409	169 Added 26.49%	807 $45 Million
Q3 2023 Oct 10, 2023	SELL	$49.22 - $52.2 $6,890 - $7,308	-140 Reduced 17.99%	638 $31.5 Million
Q2 2023 Jul 06, 2023	BUY	$49.42 - $51.49 $148 - $154	3 Added 0.39%	778 $40 Million
Q1 2023 May 04, 2023	BUY	$47.5 - $50.91 $36,812 - $39,455	775 New	775 $38.8 Million

Others Institutions Holding AOR

# of Institutions

408

Shares Held

16.4M

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 Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.

Account

Zrc Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History