Carson Allaria Wealth Management, Ltd. Ishares Tr Core Growth Allocat Transaction History

Carson Allaria Wealth Management, Ltd.

$185 Million
Q3 2025

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 3,243 shares of AOR stock, worth $209,854. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,243

Previous 2,983 8.72%

Holding current value

$209,854

Previous $183,000 13.66%

% of portfolio

0.11%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$60.99 - $64.39 $15,857 - $16,741	260 Added 8.72%	3,243 $208,000
Q2 2025 Jul 24, 2025	BUY	$53.36 - $61.57 $586 - $677	11 Added 0.37%	2,983 $183,000
Q4 2024 Jan 27, 2025	SELL	$57.32 - $59.66 $974 - $1,014	-17 Reduced 0.57%	2,972 $170,000
Q3 2024 Oct 21, 2024	BUY	$55.15 - $59.31 $1,047 - $1,126	19 Added 0.64%	2,989 $177,000
Q2 2024 Jul 22, 2024	BUY	$53.33 - $56.61 $8,479 - $9,000	159 Added 5.66%	2,970 $167,000

Q1 2024 May 07, 2024	BUY	$52.25 - $55.68 $1,410 - $1,503	27 Added 0.97%	2,811 $156,000
Q4 2023 Feb 08, 2024	BUY	$47.73 - $53.4 $1,288 - $1,441	27 Added 0.98%	2,784 $148,000
Q3 2023 Nov 09, 2023	BUY	$49.22 - $52.2 $984 - $1,044	20 Added 0.73%	2,757 $136,000
Q2 2023 Aug 01, 2023	BUY	$49.42 - $51.49 $10,378 - $10,812	210 Added 8.31%	2,737 $140,000
Q4 2022 Feb 06, 2023	BUY	$44.27 - $49.42 $1,106 - $1,235	25 Added 1.0%	2,527 $119,000
Q3 2022 Nov 09, 2022	BUY	$44.78 - $50.98 $806 - $917	18 Added 0.72%	2,502 $112,000
Q2 2022 Aug 02, 2022	BUY	$47.07 - $54.22 $329 - $379	7 Added 0.28%	2,484 $119,000
Q1 2022 May 05, 2022	BUY	$51.69 - $57.18 $982 - $1,086	19 Added 0.77%	2,477 $134,000
Q4 2021 Feb 10, 2022	BUY	$55.21 - $57.77 $135,706 - $141,998	2,458 New	2,458 $140,000

Others Institutions Holding AOR

# of Institutions

438

Shares Held

16.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

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Carson Allaria Wealth Management, Ltd. Ishares Tr Core Growth Allocat Transaction History