Moneta Group Investment Advisors LLC Ishares Tr Core Growth Allocat Transaction History

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 14,370 shares of AOR stock, worth $800,409. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,370
Previous 10,527 36.51%
Holding current value
$800,409
Previous $623,000 32.1%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$57.32 - $59.66 $220,280 - $229,273
3,843 Added 36.51%
14,370 $823,000
Q1 2024

Aug 13, 2024
BUY
$52.25 - $55.68 $550,035 - $586,143
10,527 New
10,527 $586,000
Q2 2018

Aug 15, 2018
SELL
N/A
-155 Reduced 33.99%
301 $13,000
Q2 2018

Aug 14, 2018
BUY
N/A
456 New
456 $20,000

Others Institutions Holding AOR

# of Institutions
391
Shares Held
19.7M
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 Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors 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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email