Fermata Advisors, LLC Ishares Tr Core Growth Allocat Transaction History

Fermata Advisors, LLC

  • $344 Million
  • Q3 2025

A detailed history of Fermata Advisors, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Fermata Advisors, LLC holds 3,615 shares of AOR stock, worth $233,926. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,615
Previous 3,615 -0.0%
Holding current value
$233,926
Previous $222,000 4.5%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$53.36 - $61.57 $262,744 - $303,170
-4,924 Reduced 57.66%
3,615 $222,000
Q1 2025

Apr 10, 2025
BUY
$56.63 - $59.39 $278,846 - $292,436
4,924 Added 136.21%
8,539 $490,000
Q1 2024

Apr 12, 2024
BUY
$52.25 - $55.68 $188,883 - $201,283
3,615 New
3,615 $201,000

Others Institutions Holding AOR

# of Institutions
438
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
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