Legacy Financial Group LLC Ishares Tr Core Growth Allocat Transaction History

Legacy Financial Group LLC

$567 Million
Q1 2025

A detailed history of Legacy Financial Group LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Legacy Financial Group LLC holds 23,290 shares of AOR stock, worth $1.3 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

23,290

Previous 23,699 1.73%

Holding current value

$1.3 Million

Previous $1.36 Million 1.47%

% of portfolio

0.24%

Previous 0.25%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$56.63 - $59.39 $23,161 - $24,290	-409 Reduced 1.73%	23,290 $1.34 Million
Q4 2024 Jan 21, 2025	SELL	$57.32 - $59.66 $65,803 - $68,489	-1,148 Reduced 4.62%	23,699 $1.36 Million
Q3 2024 Oct 15, 2024	SELL	$55.15 - $59.31 $37,998 - $40,864	-689 Reduced 2.7%	24,847 $1.47 Billion
Q2 2024 Jul 17, 2024	SELL	$53.33 - $56.61 $312,887 - $332,130	-5,867 Reduced 18.68%	25,536 $1.44 Billion
Q1 2024 Apr 10, 2024	BUY	$52.25 - $55.68 $1.64 Million - $1.75 Million	31,403 New	31,403 $1.75 Billion
Q3 2023 Oct 24, 2023	SELL	$49.22 - $52.2 $118,177 - $125,332	-2,401 Reduced 7.54%	29,427 $1.45 Million
Q2 2023 Jul 24, 2023	BUY	$49.42 - $51.49 $81,295 - $84,701	1,645 Added 5.45%	31,828 $1.64 Million
Q1 2023 Apr 21, 2023	BUY	$47.5 - $50.91 $34,152 - $36,604	719 Added 2.44%	30,183 $1.51 Million
Q4 2022 Jan 26, 2023	BUY	$44.27 - $49.42 $189,874 - $211,962	4,289 Added 17.04%	29,464 $0
Q3 2022 Oct 13, 2022	SELL	$44.78 - $50.98 $54,318 - $61,838	-1,213 Reduced 4.6%	25,175 $1.13 Million
Q2 2022 Jul 08, 2022	BUY	$47.07 - $54.22 $85,761 - $98,788	1,822 Added 7.42%	26,388 $1.27 Million
Q1 2022 Apr 12, 2022	BUY	$51.69 - $57.18 $340,895 - $377,102	6,595 Added 36.7%	24,566 $1.33 Million
Q4 2021 Jan 20, 2022	SELL	$55.21 - $57.77 $159,336 - $166,724	-2,886 Reduced 13.84%	17,971 $1.02 Million
Q3 2021 Oct 22, 2021	BUY	$55.25 - $57.29 $336,472 - $348,896	6,090 Added 41.24%	20,857 $1.16 Million
Q2 2021 Jul 20, 2021	BUY	$54.04 - $56.17 $110,890 - $115,260	2,052 Added 16.14%	14,767 $827,000
Q1 2021 Apr 26, 2021	BUY	$52.05 - $53.97 $82,655 - $85,704	1,588 Added 14.27%	12,715 $681,000
Q4 2020 Jan 28, 2021	BUY	$47.5 - $52.36 $528,532 - $582,609	11,127 New	11,127 $581,000

Others Institutions Holding AOR

# of Institutions

391

Shares Held

19.7M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

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Legacy Financial Group LLC Ishares Tr Core Growth Allocat Transaction History