Carolinas Wealth Consulting LLC Ishares Tr Core Growth Allocat Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,211 shares of AOR stock, worth $70,928. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,211
Previous 1,202 0.75%
Holding current value
$70,928
Previous $67,000 5.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$55.15 - $59.31 $496 - $533
9 Added 0.75%
1,211 $71,000
Q2 2024

Aug 12, 2024
SELL
$53.33 - $56.61 $426 - $452
-8 Reduced 0.66%
1,202 $67,000
Q1 2024

May 14, 2024
SELL
$52.25 - $55.68 $9,457 - $10,078
-181 Reduced 13.01%
1,210 $67,000
Q4 2023

Feb 13, 2024
BUY
$47.73 - $53.4 $620 - $694
13 Added 0.94%
1,391 $73,000
Q3 2023

Nov 14, 2023
BUY
$49.22 - $52.2 $738 - $783
15 Added 1.1%
1,378 $68,000
Q2 2023

Aug 14, 2023
BUY
$49.42 - $51.49 $98 - $102
2 Added 0.15%
1,363 $70,000
Q4 2022

Feb 14, 2023
SELL
$44.27 - $49.42 $1,460 - $1,630
-33 Reduced 2.37%
1,361 $64,000
Q3 2022

Nov 14, 2022
BUY
$44.78 - $50.98 $2,194 - $2,498
49 Added 3.64%
1,394 $62,000
Q2 2022

Aug 16, 2022
SELL
$47.07 - $54.22 $33,419 - $38,496
-710 Reduced 34.55%
1,345 $65,000
Q1 2022

May 17, 2022
BUY
$51.69 - $57.18 $1,860 - $2,058
36 Added 1.78%
2,055 $111,000
Q4 2021

Feb 14, 2022
BUY
$55.21 - $57.77 $10,434 - $10,918
189 Added 10.33%
2,019 $115,000
Q3 2021

Nov 15, 2021
BUY
$55.25 - $57.29 $552 - $572
10 Added 0.55%
1,830 $101,000
Q2 2021

Aug 17, 2021
SELL
$54.04 - $56.17 $52,202 - $54,260
-966 Reduced 34.67%
1,820 $102,000
Q1 2021

May 17, 2021
SELL
$52.05 - $53.97 $4,684 - $4,857
-90 Reduced 3.13%
2,786 $149,000
Q4 2020

Feb 16, 2021
SELL
$47.5 - $52.36 $87,922 - $96,918
-1,851 Reduced 39.16%
2,876 $150,000
Q3 2020

Nov 12, 2020
BUY
$46.46 - $50.06 $5,017 - $5,406
108 Added 2.34%
4,727 $229,000
Q2 2020

Aug 13, 2020
BUY
$40.37 - $47.5 $9,608 - $11,305
238 Added 5.43%
4,619 $214,000
Q1 2020

May 11, 2020
BUY
$37.67 - $48.89 $165,032 - $214,187
4,381 New
4,381 $182,000

Others Institutions Holding AOR

# of Institutions
380
Shares Held
16.9M
Call Options Held
0
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
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email