Weitzel Financial Services, Inc. Ishares Tr Core Growth Allocat Transaction History

Weitzel Financial Services, Inc.

$211 Million
Q4 2024

A detailed history of Weitzel Financial Services, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 13,137 shares of AOR stock, worth $774,163. This represents 0.36% of its overall portfolio holdings.

Number of Shares

13,137

Previous 10,699 22.79%

Holding current value

$774,163

Previous $633,000 18.96%

% of portfolio

0.36%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$57.32 - $59.66 $139,746 - $145,451	2,438 Added 22.79%	13,137 $753,000
Q3 2024 Oct 31, 2024	BUY	$55.15 - $59.31 $114,656 - $123,305	2,079 Added 24.12%	10,699 $633,000
Q2 2024 Aug 06, 2024	BUY	$53.33 - $56.61 $87,887 - $93,293	1,648 Added 23.64%	8,620 $485,000
Q1 2024 Apr 10, 2024	BUY	$52.25 - $55.68 $49,742 - $53,007	952 Added 15.81%	6,972 $388,000
Q4 2023 Feb 14, 2024	BUY	$47.73 - $53.4 $50,450 - $56,443	1,057 Added 21.3%	6,020 $320,000
Q3 2023 Nov 09, 2023	BUY	$49.22 - $52.2 $27,710 - $29,388	563 Added 12.8%	4,963 $245,000
Q2 2023 Jul 07, 2023	BUY	$49.42 - $51.49 $17,297 - $18,021	350 Added 8.64%	4,400 $226,000
Q1 2023 Apr 05, 2023	BUY	$47.5 - $50.91 $192,375 - $206,185	4,050 New	4,050 $202,000

Others Institutions Holding AOR

# of Institutions

386

Shares Held

19.7M

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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Weitzel Financial Services, Inc. Ishares Tr Core Growth Allocat Transaction History