Sunbelt Securities, Inc. Ishares Tr Core Growth Allocat Transaction History

Sunbelt Securities, Inc.

$1.03 Billion
Q4 2024

A detailed history of Sunbelt Securities, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 7,555 shares of AOR stock, worth $420,813. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,555

Previous 8,954 15.62%

Holding current value

$420,813

Previous $530,000 18.3%

% of portfolio

0.04%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$57.32 - $59.66 $80,190 - $83,464	-1,399 Reduced 15.62%	7,555 $433,000
Q3 2024 Nov 18, 2024	SELL	$55.15 - $59.31 $79,416 - $85,406	-1,440 Reduced 13.85%	8,954 $530,000
Q2 2024 Aug 15, 2024	BUY	$53.33 - $56.61 $244,038 - $259,047	4,576 Added 78.65%	10,394 $585,000
Q1 2024 Apr 15, 2024	BUY	$52.25 - $55.68 $103,507 - $110,302	1,981 Added 51.63%	5,818 $323,000
Q3 2023 Dec 11, 2023	SELL	$49.22 - $52.2 $1,821 - $1,931	-37 Reduced 0.96%	3,837 $189,000
Q1 2023 May 17, 2023	BUY	$47.5 - $50.91 $184,015 - $197,225	3,874 New	3,874 $193,000
Q4 2021 Feb 14, 2022	SELL	$55.21 - $57.77 $799,551 - $836,625	-14,482 Closed	0 $0
Q2 2021 Jul 29, 2021	BUY	$54.04 - $56.17 $59,984 - $62,348	1,110 Added 8.3%	14,482 $807,000
Q1 2021 May 27, 2021	SELL	$52.05 - $53.97 $103,475 - $107,292	-1,988 Reduced 12.94%	13,372 $716,000
Q4 2020 Feb 09, 2021	BUY	$47.5 - $52.36 $609,235 - $671,569	12,826 Added 506.16%	15,360 $802,000
Q4 2019 Feb 14, 2020	BUY	$45.15 - $48.12 $114,410 - $121,936	2,534 New	2,534 $30.3 Million

Others Institutions Holding AOR

# of Institutions

389

Shares Held

19.8M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

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Sunbelt Securities, Inc. Ishares Tr Core Growth Allocat Transaction History