Summit Wealth Partners, LLC Ishares Tr Core Growth Allocat Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 13,608 shares of AOR stock, worth $796,068. This represents 0.16% of its overall portfolio holdings.

Number of Shares

13,608

Previous 13,555 0.39%

Holding current value

$796,068

Previous $803 Million 2.86%

% of portfolio

0.16%

Previous 0.15%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$57.32 - $59.66 $3,037 - $3,161	53 Added 0.39%	13,608 $780 Million
Q3 2024 Oct 28, 2024	BUY	$55.15 - $59.31 $13,677 - $14,708	248 Added 1.86%	13,555 $803 Million
Q2 2024 Sep 11, 2024	SELL	$53.33 - $56.61 $8,372 - $8,887	-157 Reduced 1.17%	13,307 $749 Million
Q1 2024 Sep 11, 2024	SELL	$52.25 - $55.68 $3,187 - $3,396	-61 Reduced 0.45%	13,464 $750 Million
Q4 2023 Sep 11, 2024	SELL	$47.73 - $53.4 $13,221 - $14,791	-277 Reduced 2.01%	13,525 $719 Million
Q3 2023 Sep 11, 2024	BUY	$49.22 - $52.2 $23,871 - $25,317	485 Added 3.64%	13,802 $682 Million
Q2 2023 Sep 11, 2024	SELL	$49.42 - $51.49 $84,409 - $87,944	-1,708 Reduced 11.37%	13,317 $685 Million
Q1 2023 Sep 11, 2024	BUY	$47.5 - $50.91 $29,212 - $31,309	615 Added 4.27%	15,025 $752 Million
Q4 2022 Sep 11, 2024	BUY	$44.27 - $49.42 $2,479 - $2,767	56 Added 0.39%	14,410 $680 Million
Q3 2022 Sep 11, 2024	BUY	$44.78 - $50.98 $51,228 - $58,321	1,144 Added 8.66%	14,354 $643 Million
Q2 2022 Sep 11, 2024	SELL	$47.07 - $54.22 $164,603 - $189,607	-3,497 Reduced 20.93%	13,210 $634 Million
Q1 2022 Sep 11, 2024	SELL	$51.69 - $57.18 $3,359 - $3,716	-65 Reduced 0.39%	16,707 $901 Million
Q4 2021 Sep 10, 2024	BUY	$55.21 - $57.77 $32,021 - $33,506	580 Added 3.58%	16,772 $957 Million
Q3 2021 Sep 10, 2024	BUY	$55.25 - $57.29 $4,862 - $5,041	88 Added 0.55%	16,192 $898 Million
Q2 2021 Sep 10, 2024	BUY	$54.04 - $56.17 $23,075 - $23,984	427 Added 2.72%	16,104 $902 Million
Q1 2021 Sep 10, 2024	BUY	$52.05 - $53.97 $32,635 - $33,839	627 Added 4.17%	15,677 $840 Million
Q4 2020 Sep 10, 2024	BUY	$47.5 - $52.36 $161,785 - $178,338	3,406 Added 29.25%	15,050 $786 Million
Q3 2020 Sep 10, 2024	SELL	$46.46 - $50.06 $19,745 - $21,275	-425 Reduced 3.52%	11,644 $564 Million
Q2 2020 Sep 10, 2024	BUY	$40.37 - $47.5 $1,695 - $1,995	42 Added 0.35%	12,069 $560 Million
Q1 2020 Sep 10, 2024	BUY	$37.67 - $48.89 $34,769 - $45,125	923 Added 8.31%	12,027 $498 Million
Q4 2019 Sep 09, 2024	BUY	$45.15 - $48.12 $501,345 - $534,324	11,104 New	11,104 $531 Million

Others Institutions Holding AOR

# of Institutions

370

Shares Held

15.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
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Summit Wealth Partners, LLC Ishares Tr Core Growth Allocat Transaction History