Sovereign Financial Group, Inc. Ishares Tr Core Growth Allocat Transaction History

Sovereign Financial Group, Inc.

$514 Million
Q3 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 4,794 shares of AOR stock, worth $310,219. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,794

Previous 4,794 -0.0%

Holding current value

$310,219

Previous $295,000 4.41%

% of portfolio

0.06%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$57.32 - $59.66 $7,795 - $8,113	136 Added 2.92%	4,794 $274,000
Q4 2022 Feb 13, 2023	BUY	$44.27 - $49.42 $44 - $49	1 Added 0.02%	4,658 $219,000
Q3 2022 Nov 14, 2022	BUY	$44.78 - $50.98 $89 - $101	2 Added 0.04%	4,657 $209,000
Q2 2022 Aug 15, 2022	SELL	$47.07 - $54.22 $388,280 - $447,260	-8,249 Reduced 63.93%	4,655 $223,000
Q4 2021 Feb 15, 2022	BUY	$55.21 - $57.77 $712,429 - $745,464	12,904 New	12,904 $737,000

Others Institutions Holding AOR

# of Institutions

438

Shares Held

16.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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Sovereign Financial Group, Inc. Ishares Tr Core Growth Allocat Transaction History