Congress Wealth Management LLC Ishares Tr Core Growth Allocat Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,526 shares of AOR stock, worth $228,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,526
Previous 3,526 -0.0%
Holding current value
$228,167
Previous $202,000 7.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 11, 2025
SELL
$57.32 - $59.66 $57 - $59
-1 Reduced 0.03%
3,526 $202,000
Q3 2024

Nov 12, 2024
BUY
$55.15 - $59.31 $194,514 - $209,186
3,527 New
3,527 $208,000
Q2 2022

Aug 11, 2022
SELL
$47.07 - $54.22 $271,735 - $313,012
-5,773 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$51.69 - $57.18 $1,395 - $1,543
-27 Reduced 0.47%
5,773 $311,000
Q4 2021

Feb 04, 2022
BUY
$55.21 - $57.77 $320,218 - $335,066
5,800 New
5,800 $332,000

Others Institutions Holding AOR

# of Institutions
440
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 Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management 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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email