Worth Financial Advisory Group, LLC Ishares Tr Core Growth Allocat Transaction History

Worth Financial Advisory Group, LLC

$162 Billion
Q4 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 28,023 shares of AOR stock, worth $1.66 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

28,023

Previous 33,481 16.3%

Holding current value

$1.66 Million

Previous $1.98 Billion 19.02%

% of portfolio

0.99%

Previous 1.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$57.32 - $59.66 $312,852 - $325,624	-5,458 Reduced 16.3%	28,023 $1.61 Billion
Q3 2024 Oct 24, 2024	SELL	$55.15 - $59.31 $54,763 - $58,894	-993 Reduced 2.88%	33,481 $1.98 Billion
Q2 2024 Jul 26, 2024	SELL	$53.33 - $56.61 $175,135 - $185,907	-3,284 Reduced 8.7%	34,474 $1.94 Billion
Q1 2024 Apr 30, 2024	SELL	$52.25 - $55.68 $31,088 - $33,129	-595 Reduced 1.55%	37,758 $2.1 Billion
Q4 2023 Jan 19, 2024	BUY	$47.73 - $53.4 $18,757 - $20,986	393 Added 1.04%	38,353 $2.04 Billion
Q3 2023 Oct 13, 2023	BUY	$49.22 - $52.2 $11,123 - $11,797	226 Added 0.6%	37,960 $1.88 Billion
Q2 2023 Jul 28, 2023	BUY	$49.42 - $51.49 $147,666 - $153,852	2,988 Added 8.6%	37,734 $1.94 Billion
Q1 2023 Apr 19, 2023	SELL	$47.5 - $50.91 $217,217 - $232,811	-4,573 Reduced 11.63%	34,746 $1.74 Billion
Q4 2022 Feb 13, 2023	BUY	$44.27 - $49.42 $1.74 Million - $1.94 Million	39,319 New	39,319 $1.85 Billion

Others Institutions Holding AOR

# of Institutions

386

Shares Held

19.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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Worth Financial Advisory Group, LLC Ishares Tr Core Growth Allocat Transaction History