Pds Planning, Inc Ishares Tr Core Growth Allocat Transaction History

Pds Planning, Inc

$1.11 Billion
Q4 2024

A detailed history of Pds Planning, Inc transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Pds Planning, Inc holds 15,075 shares of AOR stock, worth $866,209. This represents 0.08% of its overall portfolio holdings.

Number of Shares

15,075

Previous 15,071 0.03%

Holding current value

$866,209

Previous $892,000 3.14%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$57.32 - $59.66 $229 - $238	4 Added 0.03%	15,075 $864,000
Q3 2024 Oct 29, 2024	SELL	$55.15 - $59.31 $4,412 - $4,744	-80 Reduced 0.53%	15,071 $892,000
Q2 2024 Aug 07, 2024	SELL	$53.33 - $56.61 $75,781 - $80,442	-1,421 Reduced 8.57%	15,151 $853,000
Q1 2024 May 01, 2024	SELL	$52.25 - $55.68 $16,824 - $17,928	-322 Reduced 1.91%	16,572 $922,000
Q4 2023 Feb 01, 2024	SELL	$47.73 - $53.4 $150,397 - $168,263	-3,151 Reduced 15.72%	16,894 $898,000
Q3 2023 Oct 20, 2023	BUY	$49.22 - $52.2 $689 - $730	14 Added 0.07%	20,045 $990,000
Q2 2023 Jul 20, 2023	SELL	$49.42 - $51.49 $83,766 - $87,275	-1,695 Reduced 7.8%	20,031 $1.03 Million
Q1 2023 May 01, 2023	SELL	$47.5 - $50.91 $258,875 - $277,459	-5,450 Reduced 20.05%	21,726 $1.09 Million
Q4 2022 Jan 26, 2023	BUY	$44.27 - $49.42 $1.2 Million - $1.34 Million	27,176 New	27,176 $0

Others Institutions Holding AOR

# of Institutions

389

Shares Held

20M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.

Account