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 $30,043. This represents 0.0% of its overall portfolio holdings.

Number of Shares
514
Previous 514 -0.0%
Holding current value
$30,043
Previous $30,000 3.33%
% 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

About ISHARES TR CORE GROWTH ALLOCAT


  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
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