Landmark Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History

Landmark Wealth Management, LLC

$226 Million
Q4 2024

A detailed history of Landmark Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 4,028 shares of AOR stock, worth $235,436. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,028

Previous 4,012 0.4%

Holding current value

$235,436

Previous $238,000 2.94%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$57.32 - $59.66 $917 - $954	16 Added 0.4%	4,028 $231,000
Q3 2024 Oct 30, 2024	BUY	$55.15 - $59.31 $221,261 - $237,951	4,012 New	4,012 $238,000
Q1 2024 Apr 24, 2024	SELL	$52.25 - $55.68 $63,797 - $67,985	-1,221 Reduced 22.03%	4,322 $241,000
Q4 2023 Jan 22, 2024	SELL	$47.73 - $53.4 $763 - $854	-16 Reduced 0.29%	5,543 $295,000
Q3 2023 Oct 13, 2023	BUY	$49.22 - $52.2 $273,613 - $290,179	5,559 New	5,559 $275,000
Q1 2023 Apr 17, 2023	BUY	$47.5 - $50.91 $247,427 - $265,190	5,209 New	5,209 $261,000
Q2 2022 Jul 21, 2022	SELL	$47.07 - $54.22 $278,324 - $320,602	-5,913 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$51.69 - $57.18 $305,642 - $338,105	5,913 New	5,913 $0

Others Institutions Holding AOR

# of Institutions

368

Shares Held

14.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

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Landmark Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History