J.W. Cole Advisors, Inc. Ishares Tr Core Growth Allocat Transaction History

J.W. Cole Advisors, Inc.

$5.04 Billion
Q3 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 16,036 shares of AOR stock, worth $1.04 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,036

Previous 11,628 37.91%

Holding current value

$1.04 Million

Previous $715,000 44.34%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$60.99 - $64.39 $268,843 - $283,831	4,408 Added 37.91%	16,036 $1.03 Million
Q2 2025 Aug 12, 2025	BUY	$53.36 - $61.57 $240,333 - $277,311	4,504 Added 63.22%	11,628 $715,000
Q1 2025 May 05, 2025	BUY	$56.63 - $59.39 $403,432 - $423,094	7,124 New	7,124 $410,000
Q1 2022 May 16, 2022	BUY	$51.69 - $57.18 $6.1 Million - $6.75 Million	118,035 New	118,035 $97,000
Q4 2020 Feb 12, 2021	SELL	$47.5 - $52.36 $206,102 - $227,190	-4,339 Closed	0 $0

Q3 2020 Nov 05, 2020	BUY	$46.46 - $50.06 $201,589 - $217,210	4,339 New	4,339 $210,000
Q1 2020 May 07, 2020	SELL	$37.67 - $48.89 $197,541 - $256,379	-5,244 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$45.15 - $48.12 $236,766 - $252,341	5,244 New	5,244 $251,000

Others Institutions Holding AOR

# of Institutions

443

Shares Held

16.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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J.W. Cole Advisors, Inc. Ishares Tr Core Growth Allocat Transaction History