A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 10,389 shares of AOR stock, worth $606,717. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,389
Previous 11,094 6.35%
Holding current value
$606,717
Previous $624,000 1.44%
% of portfolio
0.01%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$55.15 - $59.31 $38,880 - $41,813
-705 Reduced 6.35%
10,389 $615,000
Q2 2024

Aug 14, 2024

SELL
$53.33 - $56.61 $176,308 - $187,152
-3,306 Reduced 22.96%
11,094 $624,000
Q1 2024

May 09, 2024

SELL
$52.25 - $55.68 $400,548 - $426,842
-7,666 Reduced 34.74%
14,400 $801,000
Q4 2023

Feb 08, 2024

SELL
$47.73 - $53.4 $404,225 - $452,244
-8,469 Reduced 27.74%
22,066 $1.17 Million
Q3 2023

Nov 07, 2023

SELL
$49.22 - $52.2 $90,810 - $96,309
-1,845 Reduced 5.7%
30,535 $1.51 Million
Q2 2023

Aug 10, 2023

BUY
$49.42 - $51.49 $679,821 - $708,296
13,756 Added 73.86%
32,380 $1.67 Million
Q1 2023

May 15, 2023

BUY
$47.5 - $50.91 $510,530 - $547,180
10,748 Added 136.47%
18,624 $931,000
Q4 2022

Feb 13, 2023

BUY
$44.27 - $49.42 $26,606 - $29,701
601 Added 8.26%
7,876 $371,000
Q3 2022

Nov 14, 2022

BUY
$44.78 - $50.98 $313 - $356
7 Added 0.1%
7,275 $326,000
Q2 2022

Aug 16, 2022

BUY
$47.07 - $54.22 $59,119 - $68,100
1,256 Added 20.89%
7,268 $349,000
Q1 2022

Feb 08, 2024

SELL
$51.69 - $57.18 $769,457 - $851,181
-14,886 Reduced 67.46%
7,180 $0
Q4 2021

Feb 17, 2022

SELL
$55.21 - $57.77 $69,398 - $72,616
-1,257 Reduced 17.29%
6,012 $343,000
Q3 2021

Dec 03, 2021

BUY
$55.25 - $57.29 $9,613 - $9,968
174 Added 2.45%
7,269 $403,000
Q2 2021

Aug 17, 2021

BUY
$54.04 - $56.17 $51,175 - $53,192
947 Added 15.4%
7,095 $398,000
Q1 2021

May 24, 2021

BUY
$52.05 - $53.97 $31,958 - $33,137
614 Added 11.1%
6,148 $332,000
Q4 2020

Feb 16, 2021

BUY
$47.5 - $52.36 $65,882 - $72,623
1,387 Added 33.45%
5,534 $289,000
Q3 2020

Nov 19, 2020

BUY
$46.46 - $50.06 $192,669 - $207,598
4,147 New
4,147 $201,000

Others Institutions Holding AOR

About ISHARES TR CORE GROWTH ALLOCAT


  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, 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 Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.