Summit Wealth Partners, LLC Ishares Tr Core Growth Allocat Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 13,608 shares of AOR stock, worth $789,808. This represents 0.16% of its overall portfolio holdings.

Number of Shares
13,608
Previous 13,555 0.39%
Holding current value
$789,808
Previous $803 Million 2.86%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Jan 27, 2025
BUY
$57.32 - $59.66 $3,037 - $3,161
53 Added 0.39%
13,608 $780 Million
Q3 2024

Oct 28, 2024
BUY
$55.15 - $59.31 $13,677 - $14,708
248 Added 1.86%
13,555 $803 Million
Q2 2024

Sep 11, 2024
SELL
$53.33 - $56.61 $8,372 - $8,887
-157 Reduced 1.17%
13,307 $749 Million
Q1 2024

Sep 11, 2024
SELL
$52.25 - $55.68 $3,187 - $3,396
-61 Reduced 0.45%
13,464 $750 Million
Q4 2023

Sep 11, 2024
SELL
$47.73 - $53.4 $13,221 - $14,791
-277 Reduced 2.01%
13,525 $719 Million
Q3 2023

Sep 11, 2024
BUY
$49.22 - $52.2 $23,871 - $25,317
485 Added 3.64%
13,802 $682 Million
Q2 2023

Sep 11, 2024
SELL
$49.42 - $51.49 $84,409 - $87,944
-1,708 Reduced 11.37%
13,317 $685 Million
Q1 2023

Sep 11, 2024
BUY
$47.5 - $50.91 $29,212 - $31,309
615 Added 4.27%
15,025 $752 Million
Q4 2022

Sep 11, 2024
BUY
$44.27 - $49.42 $2,479 - $2,767
56 Added 0.39%
14,410 $680 Million
Q3 2022

Sep 11, 2024
BUY
$44.78 - $50.98 $51,228 - $58,321
1,144 Added 8.66%
14,354 $643 Million
Q2 2022

Sep 11, 2024
SELL
$47.07 - $54.22 $164,603 - $189,607
-3,497 Reduced 20.93%
13,210 $634 Million
Q1 2022

Sep 11, 2024
SELL
$51.69 - $57.18 $3,359 - $3,716
-65 Reduced 0.39%
16,707 $901 Million
Q4 2021

Sep 10, 2024
BUY
$55.21 - $57.77 $32,021 - $33,506
580 Added 3.58%
16,772 $957 Million
Q3 2021

Sep 10, 2024
BUY
$55.25 - $57.29 $4,862 - $5,041
88 Added 0.55%
16,192 $898 Million
Q2 2021

Sep 10, 2024
BUY
$54.04 - $56.17 $23,075 - $23,984
427 Added 2.72%
16,104 $902 Million
Q1 2021

Sep 10, 2024
BUY
$52.05 - $53.97 $32,635 - $33,839
627 Added 4.17%
15,677 $840 Million
Q4 2020

Sep 10, 2024
BUY
$47.5 - $52.36 $161,785 - $178,338
3,406 Added 29.25%
15,050 $786 Million
Q3 2020

Sep 10, 2024
SELL
$46.46 - $50.06 $19,745 - $21,275
-425 Reduced 3.52%
11,644 $564 Million
Q2 2020

Sep 10, 2024
BUY
$40.37 - $47.5 $1,695 - $1,995
42 Added 0.35%
12,069 $560 Million
Q1 2020

Sep 10, 2024
BUY
$37.67 - $48.89 $34,769 - $45,125
923 Added 8.31%
12,027 $498 Million
Q4 2019

Sep 09, 2024
BUY
$45.15 - $48.12 $501,345 - $534,324
11,104 New
11,104 $531 Million

Others Institutions Holding AOR

# of Institutions
390
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 Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email