Wealth Forward, LLC Ishares Tr Core Growth Allocat Transaction History

Wealth Forward, LLC

  • $142 Billion
  • Q4 2024

A detailed history of Wealth Forward, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Wealth Forward, LLC holds 105,729 shares of AOR stock, worth $6.27 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares
105,729
Previous 103,788 1.87%
Holding current value
$6.27 Million
Previous $6.15 Billion 1.43%
% of portfolio
4.28%
Previous 4.31%

Shares

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

Jan 22, 2025
BUY
$57.32 - $59.66 $111,258 - $115,800
1,941 Added 1.87%
105,729 $6.06 Billion
Q3 2024

Oct 28, 2024
BUY
$55.15 - $59.31 $154,861 - $166,542
2,808 Added 2.78%
103,788 $6.15 Billion
Q2 2024

Jul 19, 2024
SELL
$53.33 - $56.61 $142,124 - $150,865
-2,665 Reduced 2.57%
100,980 $5.69 Billion
Q1 2024

May 07, 2024
BUY
$52.25 - $55.68 $70,015 - $74,611
1,340 Added 1.31%
103,645 $5.77 Billion
Q4 2023

Feb 21, 2024
BUY
$47.73 - $53.4 $4.88 Million - $5.46 Million
102,305 New
102,305 $5.44 Billion

Others Institutions Holding AOR

# of Institutions
385
Shares Held
19.7M
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 Wealth Forward, LLC Portfolio

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

News

Stay updated on Wealth Forward, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email