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 24,847 shares of AOR stock, worth $1.45 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
24,847
Previous 25,536 2.7%
Holding current value
$1.45 Million
Previous $1.44 Billion 2.35%
% of portfolio
0.28%
Previous 0.28%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR CORE GROWTH ALLOCAT


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

Track Legacy Financial Group LLC Portfolio

Follow Legacy Financial Group 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 Legacy Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group LLC with notifications on news.