Mps Loria Financial Planners, LLC Ishares Tr Core Growth Allocat Transaction History

Mps Loria Financial Planners, LLC

$367 Million
Q3 2025

A detailed history of Mps Loria Financial Planners, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 17,085 shares of AOR stock, worth $1.11 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

17,085

Previous 15,091 13.21%

Holding current value

$1.11 Million

Previous $929,000 18.3%

% of portfolio

0.3%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$60.99 - $64.39 $121,614 - $128,393	1,994 Added 13.21%	17,085 $1.1 Million
Q2 2025 Jul 29, 2025	BUY	$53.36 - $61.57 $54,640 - $63,047	1,024 Added 7.28%	15,091 $929,000
Q1 2025 Apr 22, 2025	BUY	$56.63 - $59.39 $342,724 - $359,428	6,052 Added 75.51%	14,067 $809,000
Q4 2024 Jan 14, 2025	BUY	$57.32 - $59.66 $145,879 - $151,834	2,545 Added 46.53%	8,015 $459,000
Q3 2024 Oct 21, 2024	BUY	$55.15 - $59.31 $68,220 - $73,366	1,237 Added 29.22%	5,470 $324,000

Q2 2024 Jul 10, 2024	BUY	$53.33 - $56.61 $225,745 - $239,630	4,233 New	4,233 $238,000

Others Institutions Holding AOR

# of Institutions

438

Shares Held

16.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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Mps Loria Financial Planners, LLC Ishares Tr Core Growth Allocat Transaction History