Fidato Wealth LLC Ishares Tr Core Growth Allocat Transaction History

Fidato Wealth LLC

$136 Million
Q4 2024

A detailed history of Fidato Wealth LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Fidato Wealth LLC holds 13,277 shares of AOR stock, worth $757,983. This represents 0.56% of its overall portfolio holdings.

Number of Shares

13,277

Previous 13,958 4.88%

Holding current value

$757,983

Previous $826,000 7.87%

% of portfolio

0.56%

Previous 0.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$57.32 - $59.66 $39,034 - $40,628	-681 Reduced 4.88%	13,277 $761,000
Q3 2024 Nov 05, 2024	BUY	$55.15 - $59.31 $1,875 - $2,016	34 Added 0.24%	13,958 $826,000
Q2 2024 Aug 13, 2024	BUY	$53.33 - $56.61 $66,875 - $70,988	1,254 Added 9.9%	13,924 $784,000
Q1 2024 Apr 18, 2024	BUY	$52.25 - $55.68 $51,936 - $55,345	994 Added 8.51%	12,670 $705,000
Q4 2023 Jan 09, 2024	BUY	$47.73 - $53.4 $347,522 - $388,805	7,281 Added 165.67%	11,676 $621,000
Q4 2022 Feb 09, 2023	BUY	$44.27 - $49.42 $194,566 - $217,200	4,395 New	4,395 $207,000

Others Institutions Holding AOR

# of Institutions

390

Shares Held

19.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fidato Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fidato Wealth LLC with notifications on news.

Account

Fidato Wealth LLC Ishares Tr Core Growth Allocat Transaction History