Reston Wealth Management LLC Ishares Tr Core Growth Allocat Transaction History

Reston Wealth Management LLC

  • $268 Million
  • Q4 2024

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$55.15 - $59.31 $411,088 - $442,096
-7,454 Reduced 76.31%
2,314 $137,000
Q2 2024

Jul 30, 2024
SELL
$53.33 - $56.61 $586 - $622
-11 Reduced 0.11%
9,768 $550,000
Q1 2024

May 09, 2024
BUY
$52.25 - $55.68 $132,297 - $140,981
2,532 Added 34.94%
9,779 $544,000
Q4 2023

Jan 24, 2024
BUY
$47.73 - $53.4 $53,553 - $59,914
1,122 Added 18.32%
7,247 $385,000
Q3 2023

Oct 20, 2023
SELL
$49.22 - $52.2 $228,626 - $242,469
-4,645 Reduced 43.13%
6,125 $302,000
Q2 2023

Aug 07, 2023
BUY
$49.42 - $51.49 $53,077 - $55,300
1,074 Added 11.08%
10,770 $554,000
Q1 2023

May 08, 2023
SELL
$47.5 - $50.91 $11,922 - $12,778
-251 Reduced 2.52%
9,696 $485,000
Q4 2022

Feb 14, 2023
BUY
$44.27 - $49.42 $32,184 - $35,928
727 Added 7.89%
9,947 $469,000
Q3 2022

Nov 14, 2022
BUY
$44.78 - $50.98 $100,978 - $114,959
2,255 Added 32.38%
9,220 $413,000
Q2 2022

Jul 28, 2022
SELL
$47.07 - $54.22 $98,140 - $113,048
-2,085 Reduced 23.04%
6,965 $334,000
Q1 2022

May 04, 2022
BUY
$51.69 - $57.18 $6,564 - $7,261
127 Added 1.42%
9,050 $488,000
Q4 2021

Feb 09, 2022
BUY
$55.21 - $57.77 $221,171 - $231,426
4,006 Added 81.47%
8,923 $509,000
Q3 2021

Oct 19, 2021
SELL
$55.25 - $57.29 $1.4 Million - $1.45 Million
-25,344 Reduced 83.75%
4,917 $273,000
Q2 2021

Aug 05, 2021
BUY
$54.04 - $56.17 $148,988 - $154,860
2,757 Added 10.02%
30,261 $1.7 Million
Q1 2021

May 10, 2021
SELL
$52.05 - $53.97 $78,283 - $81,170
-1,504 Reduced 5.18%
27,504 $1.47 Million
Q4 2020

Feb 10, 2021
SELL
$47.5 - $52.36 $34,770 - $38,327
-732 Reduced 2.46%
29,008 $1.51 Million
Q3 2020

Oct 14, 2020
BUY
$46.46 - $50.06 $41,814 - $45,054
900 Added 3.12%
29,740 $1.44 Million
Q2 2020

Jul 14, 2020
BUY
$40.37 - $47.5 $67,498 - $79,420
1,672 Added 6.15%
28,840 $1.34 Million
Q1 2020

Apr 14, 2020
SELL
$37.67 - $48.89 $648,037 - $841,054
-17,203 Reduced 38.77%
27,168 $1.12 Million
Q4 2019

Feb 07, 2020
BUY
$45.15 - $48.12 $66,189 - $70,543
1,466 Added 3.42%
44,371 $2.12 Million
Q3 2019

Oct 25, 2019
BUY
$45.85 - $46.22 $92,112 - $92,855
2,009 Added 4.91%
42,905 $1.98 Million
Q2 2019

Jul 29, 2019
BUY
N/A
120 Added 0.29%
40,896 $1.88 Million
Q1 2019

May 03, 2019
BUY
N/A
9,396 Added 29.94%
40,776 $1.85 Million
Q4 2018

Feb 12, 2019
BUY
N/A
31,380 New
31,380 $1.3 Million

Others Institutions Holding AOR

# of Institutions
388
Shares Held
19.8M
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 Reston Wealth Management LLC Portfolio

Follow Reston Wealth Management LLC 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 Reston Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reston Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email