Spire Wealth Management Ishares Tr Core Growth Allocat Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Spire Wealth Management holds 1,691 shares of AOR stock, worth $99,650. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,691

Previous 1,691 -0.0%

Holding current value

$99,650

Previous $100,000 4.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	SELL	$49.22 - $52.2 $23,379 - $24,795	-475 Reduced 21.93%	1,691 $83,000
Q2 2023 Aug 09, 2023	BUY	$49.42 - $51.49 $13,442 - $14,005	272 Added 14.36%	2,166 $111,000
Q1 2023 May 09, 2023	BUY	$47.5 - $50.91 $58,092 - $62,262	1,223 Added 182.27%	1,894 $94,000
Q4 2022 Feb 03, 2023	SELL	$44.27 - $49.42 $30,989 - $34,594	-700 Reduced 51.06%	671 $32,000
Q3 2022 Nov 07, 2022	SELL	$44.78 - $50.98 $19,300 - $21,972	-431 Reduced 23.92%	1,371 $61,000
Q2 2022 Jul 22, 2022	BUY	$47.07 - $54.22 $47 - $54	1 Added 0.06%	1,802 $86,000
Q1 2022 Apr 18, 2022	SELL	$51.69 - $57.18 $53,654 - $59,352	-1,038 Reduced 36.56%	1,801 $97,000
Q4 2021 Jan 14, 2022	BUY	$55.21 - $57.77 $101,586 - $106,296	1,840 Added 184.18%	2,839 $162,000
Q2 2021 Jul 26, 2021	BUY	$54.04 - $56.17 $53,985 - $56,113	999 New	999 $56,000

Others Institutions Holding AOR

# of Institutions

386

Shares Held

19.7M

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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Ishares Tr Core Growth Allocat Transaction History