Soa Wealth Advisors, Llc. Ishares Tr Core Growth Allocat Transaction History

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 680 shares of AOR stock, worth $40,310. This represents 0.01% of its overall portfolio holdings.

Number of Shares
680
Previous 680 -0.0%
Holding current value
$40,310
Previous $38,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$57.32 - $59.66 $286 - $298
5 Added 0.74%
680 $38,000
Q3 2024

Oct 08, 2024
SELL
$55.15 - $59.31 $23,273 - $25,028
-422 Reduced 38.47%
675 $39,000
Q2 2024

Jul 17, 2024
SELL
$53.33 - $56.61 $853 - $905
-16 Reduced 1.44%
1,097 $61,000
Q1 2024

Apr 10, 2024
SELL
$52.25 - $55.68 $574 - $612
-11 Reduced 0.98%
1,113 $61,000
Q4 2023

Jan 10, 2024
BUY
$47.73 - $53.4 $190 - $213
4 Added 0.36%
1,124 $59,000
Q3 2023

Oct 10, 2023
BUY
$49.22 - $52.2 $246 - $261
5 Added 0.45%
1,120 $55,000
Q2 2023

Jul 07, 2023
SELL
$49.42 - $51.49 $6,523 - $6,796
-132 Reduced 10.59%
1,115 $57,000
Q1 2023

Apr 28, 2023
BUY
$47.5 - $50.91 $237 - $254
5 Added 0.4%
1,247 $62,000
Q4 2022

Jan 10, 2023
SELL
$44.27 - $49.42 $3,275 - $3,657
-74 Reduced 5.62%
1,242 $0
Q3 2022

Oct 07, 2022
BUY
$44.78 - $50.98 $268 - $305
6 Added 0.46%
1,316 $58,000
Q2 2022

Jul 13, 2022
SELL
$47.07 - $54.22 $13,462 - $15,506
-286 Reduced 17.92%
1,310 $62,000
Q1 2022

Apr 07, 2022
BUY
$51.69 - $57.18 $2,015 - $2,230
39 Added 2.5%
1,596 $86,000
Q4 2021

Jan 13, 2022
BUY
$55.21 - $57.77 $165 - $173
3 Added 0.19%
1,557 $89,000
Q3 2021

Oct 12, 2021
BUY
$55.25 - $57.29 $331 - $343
6 Added 0.39%
1,554 $86,000
Q2 2021

Jul 14, 2021
SELL
$54.04 - $56.17 $6,646 - $6,908
-123 Reduced 7.36%
1,548 $86,000
Q1 2021

Apr 26, 2021
SELL
$52.05 - $53.97 $34,040 - $35,296
-654 Reduced 28.13%
1,671 $89,000
Q4 2020

Mar 10, 2021
BUY
$47.5 - $52.36 $110,437 - $121,737
2,325 New
2,325 $124,000

Others Institutions Holding AOR

# of Institutions
386
Shares Held
19.2M
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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