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

Philip James Wealth Mangement, LLC

$857 Billion
Q3 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 6,033 shares of AOR stock, worth $390,395. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,033

Previous 5,973 1.0%

Holding current value

$390,395

Previous $368 Million 5.61%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

440

Shares Held

16.9M

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 Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.

Account

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