Kingswood Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Kingswood Wealth Advisors, LLC

$2.07 Trillion
Q4 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 37,840 shares of AOR stock, worth $2.45 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

37,840

Previous 22,731 66.47%

Holding current value

$2.45 Million

Previous $1.46 Billion 68.1%

% of portfolio

0.12%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$63.43 - $65.6 $958,363 - $991,150	15,109 Added 66.47%	37,840 $2.46 Billion
Q3 2025 Oct 23, 2025	BUY	$60.99 - $64.39 $748,408 - $790,129	12,271 Added 117.31%	22,731 $1.46 Billion
Q2 2025 Jul 23, 2025	SELL	$53.36 - $61.57 $1.02 Million - $1.17 Million	-19,058 Reduced 64.56%	10,460 $644 Million
Q1 2025 Jul 25, 2025	SELL	$56.63 - $59.39 $33,524 - $35,158	-592 Reduced 5.66%	9,868 $570 Million
Q1 2025 Apr 21, 2025	BUY	$56.63 - $59.39 $420,364 - $440,851	7,423 Added 33.6%	29,518 $1.7 Billion

Q4 2024 Jan 22, 2025	SELL	$57.32 - $59.66 $13,986 - $14,557	-244 Reduced 1.09%	22,095 $1.27 Billion
Q3 2024 Oct 21, 2024	BUY	$55.15 - $59.31 $1.23 Million - $1.32 Million	22,339 New	22,339 $1.32 Billion
Q1 2024 Apr 15, 2024	SELL	$52.25 - $55.68 $15,675 - $16,704	-300 Reduced 2.54%	11,500 $640 Million
Q4 2023 Jan 16, 2024	BUY	$47.73 - $53.4 $563,214 - $630,120	11,800 New	11,800 $628 Million
Q2 2023 Aug 09, 2023	BUY	$49.42 - $51.49 $586,862 - $611,443	11,875 New	11,875 $611 Million

Others Institutions Holding AOR

# of Institutions

449

Shares Held

17M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

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Kingswood Wealth Advisors, LLC Ishares Tr Core Growth Allocat Transaction History