Consilium Wealth Advisory, LLC Ishares Tr Core Growth Allocat Transaction History

Consilium Wealth Advisory, LLC

$252 Million
Q3 2025

A detailed history of Consilium Wealth Advisory, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 311,258 shares of AOR stock, worth $20.1 Million. This represents 7.96% of its overall portfolio holdings.

Number of Shares

311,258

Previous 299,617 3.89%

Holding current value

$20.1 Million

Previous $18.4 Million 8.62%

% of portfolio

7.96%

Previous 7.87%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$60.99 - $64.39 $709,984 - $749,563	11,641 Added 3.89%	311,258 $20 Million
Q2 2025 Jul 21, 2025	BUY	$53.36 - $61.57 $262,211 - $302,554	4,914 Added 1.67%	299,617 $18.4 Million
Q1 2025 Apr 17, 2025	SELL	$56.63 - $59.39 $675,199 - $708,106	-11,923 Reduced 3.89%	294,703 $16.9 Million
Q4 2024 Feb 05, 2025	BUY	$57.32 - $59.66 $713,060 - $742,170	12,440 Added 4.23%	306,626 $17.6 Million
Q3 2024 Oct 30, 2024	BUY	$55.15 - $59.31 $319,097 - $343,167	5,786 Added 2.01%	294,186 $17.4 Million

Q2 2024 Aug 01, 2024	SELL	$53.33 - $56.61 $788,057 - $836,525	-14,777 Reduced 4.87%	288,400 $16.2 Million
Q1 2024 Apr 30, 2024	BUY	$52.25 - $55.68 $373,901 - $398,446	7,156 Added 2.42%	303,177 $16.9 Million
Q4 2023 Jan 10, 2024	SELL	$47.73 - $53.4 $251,871 - $281,791	-5,277 Reduced 1.75%	296,021 $15.7 Million
Q3 2023 Oct 10, 2023	BUY	$49.22 - $52.2 $15,455 - $16,390	314 Added 0.1%	301,298 $14.9 Million
Q2 2023 Jul 13, 2023	BUY	$49.42 - $51.49 $8.42 Million - $8.77 Million	170,309 Added 130.33%	300,984 $15.5 Million
Q1 2023 Apr 13, 2023	SELL	$47.5 - $50.91 $73,530 - $78,808	-1,548 Reduced 1.17%	130,675 $6.54 Million
Q4 2022 Feb 13, 2023	SELL	$44.27 - $49.42 $950,078 - $1.06 Million	-21,461 Reduced 13.96%	132,223 $6.24 Million
Q3 2022 Oct 12, 2022	BUY	$44.78 - $50.98 $5.12 Million - $5.82 Million	114,257 Added 289.79%	153,684 $6.88 Million
Q2 2022 Jul 12, 2022	SELL	$47.07 - $54.22 $3.36 Million - $3.87 Million	-71,344 Reduced 64.41%	39,427 $1.89 Million
Q1 2022 Apr 18, 2022	BUY	$51.69 - $57.18 $1.21 Million - $1.34 Million	23,439 Added 26.84%	110,771 $5.98 Million
Q4 2021 Jan 26, 2022	BUY	$55.21 - $57.77 $4.82 Million - $5.05 Million	87,332 New	87,332 $4.99 Million

Others Institutions Holding AOR

# of Institutions

439

Shares Held

16.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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Consilium Wealth Advisory, LLC Ishares Tr Core Growth Allocat Transaction History