A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 7,344 shares of AOR stock, worth $428,669. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,344
Previous 6,786 8.22%
Holding current value
$428,669
Previous $378 Million 9.48%
% of portfolio
0.28%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$53.33 - $56.61 $29,758 - $31,588
558 Added 8.22%
7,344 $414 Million
Q1 2024

Apr 29, 2024

SELL
$52.25 - $55.68 $38,665 - $41,203
-740 Reduced 9.83%
6,786 $378 Million
Q4 2023

Jan 29, 2024

BUY
$47.73 - $53.4 $359,215 - $401,888
7,526 New
7,526 $400 Million

Others Institutions Holding AOR

About ISHARES TR CORE GROWTH ALLOCAT


  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
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