Concurrent Investment Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 29,980 shares of AOR stock, worth $1.94 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

29,980

Previous 28,137 6.55%

Holding current value

$1.94 Million

Previous $1.73 Billion 11.41%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$60.99 - $64.39 $112,404 - $118,670	1,843 Added 6.55%	29,980 $1.93 Billion
Q2 2025 Jul 25, 2025	BUY	$53.36 - $61.57 $1.3 Million - $1.5 Million	24,333 Added 639.67%	28,137 $1.73 Billion
Q1 2025 Apr 29, 2025	SELL	$56.63 - $59.39 $301,668 - $316,370	-5,327 Reduced 58.34%	3,804 $219 Million
Q4 2024 Feb 03, 2025	BUY	$57.32 - $59.66 $25,163 - $26,190	439 Added 5.05%	9,131 $523 Million
Q3 2024 Oct 30, 2024	BUY	$55.15 - $59.31 $10,368 - $11,150	188 Added 2.21%	8,692 $515 Million

Q2 2024 Jul 30, 2024	BUY	$53.33 - $56.61 $453,518 - $481,411	8,504 New	8,504 $479 Million

Others Institutions Holding AOR

# of Institutions

450

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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Concurrent Investment Advisors, LLC Ishares Tr Core Growth Allocat Transaction History