Evermay Wealth Management LLC Ishares Tr Core Growth Allocat Transaction History

Evermay Wealth Management LLC

  • $866 Million
  • Q3 2025

A detailed history of Evermay Wealth Management LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Evermay Wealth Management LLC holds 514 shares of AOR stock, worth $33,260. This represents 0.0% of its overall portfolio holdings.

Number of Shares
514
Previous 514 -0.0%
Holding current value
$33,260
Previous $31,000 6.45%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022
SELL
$47.07 - $54.22 $535,797 - $617,186
-11,383 Reduced 95.68%
514 $25,000
Q1 2022

May 16, 2022
BUY
$51.69 - $57.18 $606,013 - $670,378
11,724 Added 6776.88%
11,897 $642,000
Q4 2021

Feb 14, 2022
BUY
$55.21 - $57.77 $9,551 - $9,994
173 New
173 $10,000

Others Institutions Holding AOR

# of Institutions
439
Shares Held
16.8M
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 Evermay Wealth Management LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email