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

Cliftonlarsonallen Wealth Advisors, LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 16,504 shares of AOR stock, worth $972,580. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,504
Previous 16,689 1.11%
Holding current value
$972,580
Previous $988,000 4.25%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$57.32 - $59.66 $10,604 - $11,037
-185 Reduced 1.11%
16,504 $946,000
Q3 2024

Oct 11, 2024
BUY
$55.15 - $59.31 $16,600 - $17,852
301 Added 1.84%
16,689 $988,000
Q2 2024

Jul 11, 2024
SELL
$53.33 - $56.61 $72,902 - $77,385
-1,367 Reduced 7.7%
16,388 $922,000
Q1 2024

May 02, 2024
SELL
$52.25 - $55.68 $327,973 - $349,503
-6,277 Reduced 26.12%
17,755 $988,000
Q4 2023

Jan 16, 2024
SELL
$47.73 - $53.4 $60,044 - $67,177
-1,258 Reduced 4.97%
24,032 $1.28 Million
Q3 2023

Oct 13, 2023
BUY
$49.22 - $52.2 $214,894 - $227,905
4,366 Added 20.87%
25,290 $1.25 Million
Q2 2023

Jul 14, 2023
BUY
$49.42 - $51.49 $199,014 - $207,350
4,027 Added 23.83%
20,924 $1.08 Million
Q1 2023

Apr 12, 2023
SELL
$47.5 - $50.91 $129,057 - $138,322
-2,717 Reduced 13.85%
16,897 $845,000
Q4 2022

Jan 19, 2023
BUY
$44.27 - $49.42 $62,155 - $69,385
1,404 Added 7.71%
19,614 $0
Q3 2022

Oct 12, 2022
BUY
$44.78 - $50.98 $31,077 - $35,380
694 Added 3.96%
18,210 $815,000
Q2 2022

Jul 08, 2022
BUY
$47.07 - $54.22 $50,270 - $57,906
1,068 Added 6.49%
17,516 $841,000
Q1 2022

Apr 27, 2022
BUY
$51.69 - $57.18 $148,091 - $163,820
2,865 Added 21.09%
16,448 $888,000
Q4 2021

Jan 26, 2022
BUY
$55.21 - $57.77 $253,248 - $264,990
4,587 Added 50.99%
13,583 $775,000
Q3 2021

Nov 02, 2021
BUY
$55.25 - $57.29 $497,029 - $515,380
8,996 New
8,996 $499,000
Q3 2021

Oct 14, 2021
SELL
$55.25 - $57.29 $244,205 - $253,221
-4,420 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$54.04 - $56.17 $238,856 - $248,271
4,420 New
4,420 $248,000

Others Institutions Holding AOR

# of Institutions
386
Shares Held
19.7M
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
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