Strategic Family Wealth Counselors, L.L.C. Ishares Tr Core Growth Allocat Transaction History

Strategic Family Wealth Counselors, L.L.C.

$293 Million
Q4 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 89,284 shares of AOR stock, worth $5.29 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

89,284

Previous 57,122 56.3%

Holding current value

$5.29 Million

Previous $3.38 Million 51.26%

% of portfolio

1.75%

Previous 1.2%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$57.32 - $59.66 $1.84 Million - $1.92 Million	32,162 Added 56.3%	89,284 $5.12 Million
Q3 2024 Oct 31, 2024	BUY	$55.15 - $59.31 $145,320 - $156,281	2,635 Added 4.84%	57,122 $3.38 Million
Q2 2024 Aug 14, 2024	BUY	$53.33 - $56.61 $84,901 - $90,123	1,592 Added 3.01%	54,487 $3.07 Million
Q1 2024 May 14, 2024	SELL	$52.25 - $55.68 $944,366 - $1.01 Million	-18,074 Reduced 25.47%	52,895 $2.94 Million
Q4 2023 Jan 29, 2024	BUY	$47.73 - $53.4 $1 Million - $1.12 Million	20,956 Added 41.9%	70,969 $3.77 Million
Q1 2023 May 15, 2023	SELL	$47.5 - $50.91 $3.28 Million - $3.52 Million	-69,132 Reduced 58.02%	50,013 $2.5 Million
Q4 2022 Jan 25, 2023	BUY	$44.27 - $49.42 $3.2 Million - $3.57 Million	72,229 Added 153.95%	119,145 $0
Q2 2022 Aug 11, 2022	SELL	$47.07 - $54.22 $58,978 - $67,937	-1,253 Reduced 2.6%	46,916 $2.25 Million
Q1 2022 May 04, 2022	SELL	$51.69 - $57.18 $241,599 - $267,259	-4,674 Reduced 8.85%	48,169 $2.6 Million
Q4 2021 Feb 08, 2022	BUY	$55.21 - $57.77 $128,031 - $133,968	2,319 Added 4.59%	52,843 $3.02 Million
Q3 2021 Nov 09, 2021	SELL	$55.25 - $57.29 $24,641 - $25,551	-446 Reduced 0.88%	50,524 $2.8 Million
Q2 2021 Jul 29, 2021	BUY	$54.04 - $56.17 $5,404 - $5,617	100 Added 0.2%	50,970 $2.85 Million
Q4 2020 Feb 16, 2021	BUY	$47.5 - $52.36 $344,897 - $380,185	7,261 Added 16.65%	50,870 $2.66 Million
Q3 2020 Oct 26, 2020	SELL	$46.46 - $50.06 $643,006 - $692,830	-13,840 Reduced 24.09%	43,609 $2.11 Million
Q2 2020 Jul 13, 2020	BUY	$40.37 - $47.5 $987,894 - $1.16 Million	24,471 Added 74.2%	57,449 $2.67 Million
Q1 2020 Apr 16, 2020	BUY	$37.67 - $48.89 $1.24 Million - $1.61 Million	32,978 New	32,978 $1.37 Million
Q1 2019 Apr 26, 2019	SELL	N/A	-13,393 Closed	0 $0
Q4 2018 Jan 18, 2019	BUY	N/A	13,393 New	13,393 $553,000

Others Institutions Holding AOR

# of Institutions

385

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 Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Account

Strategic Family Wealth Counselors, L.L.C. Ishares Tr Core Growth Allocat Transaction History