Philip James Wealth Mangement, LLC Ishares Tr Core Growth Allocat Transaction History

Philip James Wealth Mangement, LLC

  • $863 Billion
  • Q4 2025

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 5,985 shares of AOR stock, worth $387,289. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,985
Previous 6,033 0.8%
Holding current value
$387,289
Previous $388 Million 0.17%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$63.43 - $65.6 $3,044 - $3,148
-48 Reduced 0.8%
5,985 $389 Million
Q3 2025

Oct 24, 2025
BUY
$60.99 - $64.39 $3,659 - $3,863
60 Added 1.0%
6,033 $388 Million
Q2 2025

Jul 18, 2025
SELL
$53.36 - $61.57 $6,616 - $7,634
-124 Reduced 2.03%
5,973 $368 Million
Q1 2025

Apr 24, 2025
BUY
$56.63 - $59.39 $20,273 - $21,261
358 Added 6.24%
6,097 $351 Million
Q4 2024

Jan 31, 2025
SELL
$57.32 - $59.66 $53,536 - $55,722
-934 Reduced 14.0%
5,739 $329 Million
Q3 2024

Oct 31, 2024
SELL
$55.15 - $59.31 $37,005 - $39,797
-671 Reduced 9.14%
6,673 $395 Million
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

# of Institutions
449
Shares Held
17M
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
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