Pacific Capital Wealth Advisors, Inc Ishares Tr Core Growth Allocat Transaction History

Pacific Capital Wealth Advisors, Inc

  • $577 Million
  • Q3 2025

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 5,302 shares of AOR stock, worth $343,092. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,302
Previous 8,032 33.99%
Holding current value
$343,092
Previous $494,000 30.97%
% of portfolio
0.06%
Previous 0.09%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$60.99 - $64.39 $166,502 - $175,784
-2,730 Reduced 33.99%
5,302 $341,000
Q2 2025

Jul 09, 2025
SELL
$53.36 - $61.57 $440,166 - $507,890
-8,249 Reduced 50.67%
8,032 $494,000
Q1 2025

Apr 17, 2025
SELL
$56.63 - $59.39 $49,607 - $52,025
-876 Reduced 5.11%
16,281 $935,000
Q4 2024

Jan 22, 2025
BUY
$57.32 - $59.66 $4,470 - $4,653
78 Added 0.46%
17,157 $983,000
Q3 2024

Oct 15, 2024
SELL
$55.15 - $59.31 $66,345 - $71,349
-1,203 Reduced 6.58%
17,079 $1.01 Million
Q2 2024

Aug 06, 2024
SELL
$53.33 - $56.61 $325,632 - $345,660
-6,106 Reduced 25.04%
18,282 $1.03 Million
Q1 2024

May 15, 2024
BUY
$52.25 - $55.68 $55,019 - $58,631
1,053 Added 4.51%
24,388 $1.36 Million
Q4 2023

Feb 06, 2024
BUY
$47.73 - $53.4 $32,885 - $36,792
689 Added 3.04%
23,335 $1.24 Million
Q3 2023

Nov 03, 2023
BUY
$49.22 - $52.2 $13,633 - $14,459
277 Added 1.24%
22,646 $1.12 Million
Q2 2023

Aug 01, 2023
BUY
$49.42 - $51.49 $58,019 - $60,449
1,174 Added 5.54%
22,369 $1.15 Million
Q1 2023

May 05, 2023
SELL
$47.5 - $50.91 $57,000 - $61,091
-1,200 Reduced 5.36%
21,195 $1.06 Million
Q4 2022

Feb 14, 2023
SELL
$44.27 - $49.42 $10,890 - $12,157
-246 Reduced 1.09%
22,395 $1.06 Million
Q3 2022

Nov 14, 2022
SELL
$44.78 - $50.98 $9,717 - $11,062
-217 Reduced 0.95%
22,641 $1.01 Million
Q2 2022

Aug 05, 2022
BUY
$47.07 - $54.22 $6,401 - $7,373
136 Added 0.6%
22,858 $1.1 Million
Q1 2022

May 16, 2022
BUY
$51.69 - $57.18 $63,320 - $70,045
1,225 Added 5.7%
22,722 $1.23 Million
Q4 2021

Mar 08, 2022
BUY
$55.21 - $57.77 $276 - $288
5 Added 0.02%
21,497 $1.23 Million
Q3 2021

Nov 30, 2021
SELL
$55.25 - $57.29 $29,172 - $30,249
-528 Reduced 2.4%
21,492 $1.19 Million
Q2 2021

Aug 13, 2021
BUY
$54.04 - $56.17 $3,512 - $3,651
65 Added 0.3%
22,020 $1.23 Million
Q1 2021

May 17, 2021
BUY
$52.05 - $53.97 $62,720 - $65,033
1,205 Added 5.81%
21,955 $1.18 Million
Q4 2020

Feb 16, 2021
BUY
$47.5 - $52.36 $89,347 - $98,489
1,881 Added 9.97%
20,750 $1.08 Million
Q3 2020

Nov 16, 2020
SELL
$46.46 - $50.06 $34,659 - $37,344
-746 Reduced 3.8%
18,869 $914,000
Q2 2020

Aug 11, 2020
BUY
$40.37 - $47.5 $167,051 - $196,555
4,138 Added 26.74%
19,615 $910,000
Q1 2020

May 19, 2020
BUY
$37.67 - $48.89 $137,947 - $179,035
3,662 Added 30.99%
15,477 $640,000
Q4 2019

Feb 14, 2020
BUY
$45.15 - $48.12 $533,447 - $568,537
11,815 New
11,815 $565,000

Others Institutions Holding AOR

# of Institutions
439
Shares Held
16.8M
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 Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email