Kestra Private Wealth Services, LLC Ishares Tr Core Growth Allocat Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 137,379 shares of AOR stock, worth $8.89 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
137,379
Previous 136,723 0.48%
Holding current value
$8.89 Million
Previous $8.42 Million 5.06%
% of portfolio
0.12%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$60.99 - $64.39 $40,009 - $42,239
656 Added 0.48%
137,379 $8.84 Million
Q2 2025

Aug 07, 2025
BUY
$53.36 - $61.57 $54,854 - $63,293
1,028 Added 0.76%
136,723 $8.42 Million
Q1 2025

May 05, 2025
SELL
$56.63 - $59.39 $99,612 - $104,467
-1,759 Reduced 1.28%
135,695 $7.81 Million
Q4 2024

Jan 28, 2025
BUY
$57.32 - $59.66 $350,454 - $364,761
6,114 Added 4.66%
137,454 $7.88 Million
Q3 2024

Nov 13, 2024
BUY
$55.15 - $59.31 $343,915 - $369,857
6,236 Added 4.98%
131,340 $7.78 Million
Q2 2024

Aug 12, 2024
BUY
$53.33 - $56.61 $302,221 - $320,808
5,667 Added 4.74%
125,104 $7.05 Million
Q1 2024

May 02, 2024
BUY
$52.25 - $55.68 $355,509 - $378,846
6,804 Added 6.04%
119,437 $6.65 Million
Q4 2023

Feb 05, 2024
BUY
$47.73 - $53.4 $4.66 Million - $5.21 Million
97,543 Added 646.41%
112,633 $5.99 Million
Q3 2023

Nov 07, 2023
BUY
$49.22 - $52.2 $367,279 - $389,516
7,462 Added 97.82%
15,090 $745,000
Q2 2023

Aug 08, 2023
BUY
$49.42 - $51.49 $376,975 - $392,765
7,628 New
7,628 $392,000
Q4 2022

Jan 31, 2023
BUY
$44.27 - $49.42 $242,909 - $271,167
5,487 New
5,487 $258,000

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 Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email