United Capital Financial Advisers, LLC Ishares Tr Core Growth Allocat Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 21,334 shares of AOR stock, worth $1.24 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,334
Previous 20,409 4.53%
Holding current value
$1.24 Million
Previous $1.21 Million 1.08%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 13, 2025
BUY
$57.32 - $59.66 $53,021 - $55,185
925 Added 4.53%
21,334 $1.22 Million
Q3 2024

Nov 12, 2024
BUY
$55.15 - $59.31 $77,596 - $83,449
1,407 Added 7.4%
20,409 $1.21 Million
Q2 2024

Aug 14, 2024
BUY
$53.33 - $56.61 $227,612 - $241,611
4,268 Added 28.97%
19,002 $1.07 Million
Q1 2024

May 15, 2024
SELL
$52.25 - $55.68 $12,278 - $13,084
-235 Reduced 1.57%
14,734 $820,000
Q4 2023

Feb 14, 2024
SELL
$47.73 - $53.4 $129,443 - $144,820
-2,712 Reduced 15.34%
14,969 $796,000
Q3 2023

Nov 14, 2023
BUY
$49.22 - $52.2 $287,937 - $305,370
5,850 Added 49.45%
17,681 $873,000
Q2 2023

Aug 14, 2023
BUY
$49.42 - $51.49 $4,348 - $4,531
88 Added 0.75%
11,831 $608,000
Q1 2023

Aug 14, 2023
SELL
$47.5 - $50.91 $4,180 - $4,480
-88 Reduced 0.74%
11,743 $587,000
Q1 2023

May 15, 2023
BUY
$47.5 - $50.91 $28,595 - $30,647
602 Added 5.4%
11,743 $587,000
Q4 2022

Feb 14, 2023
BUY
$44.27 - $49.42 $26,916 - $30,047
608 Added 5.77%
11,141 $525,000
Q3 2022

Nov 14, 2022
BUY
$44.78 - $50.98 $2,776 - $3,160
62 Added 0.59%
10,533 $472,000
Q2 2022

Aug 11, 2022
SELL
$47.07 - $54.22 $17,086 - $19,681
-363 Reduced 3.35%
10,471 $503,000
Q1 2022

May 16, 2022
SELL
$51.69 - $57.18 $74,175 - $82,053
-1,435 Reduced 11.7%
10,834 $585,000
Q4 2021

Feb 14, 2022
BUY
$55.21 - $57.77 $2,594 - $2,715
47 Added 0.38%
12,269 $700,000
Q3 2021

Nov 15, 2021
BUY
$55.25 - $57.29 $20,055 - $20,796
363 Added 3.06%
12,222 $678,000
Q2 2021

Aug 13, 2021
BUY
$54.04 - $56.17 $23,075 - $23,984
427 Added 3.74%
11,859 $664,000
Q1 2021

May 14, 2021
SELL
$52.05 - $53.97 $249,944 - $259,163
-4,802 Reduced 29.58%
11,432 $612,000
Q4 2020

Feb 17, 2021
BUY
$47.5 - $52.36 $242,915 - $267,769
5,114 Added 45.99%
16,234 $847,000
Q3 2020

Nov 13, 2020
BUY
$46.46 - $50.06 $51,988 - $56,017
1,119 Added 11.19%
11,120 $539,000
Q2 2020

Aug 13, 2020
SELL
$40.37 - $47.5 $5,167 - $6,080
-128 Reduced 1.26%
10,001 $464,000
Q1 2020

May 15, 2020
BUY
$37.67 - $48.89 $219,277 - $284,588
5,821 Added 135.12%
10,129 $419,000
Q4 2019

Feb 14, 2020
SELL
$45.15 - $48.12 $3,521 - $3,753
-78 Reduced 1.78%
4,308 $206,000
Q3 2019

Feb 14, 2020
BUY
$45.85 - $46.22 $201,098 - $202,720
4,386 New
4,386 $202,000

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 United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, 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 United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email