Cornerstone Planning Group LLC Ishares Tr Core Growth Allocat Transaction History

Cornerstone Planning Group LLC

$407 Billion
Q4 2024

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 6,819 shares of AOR stock, worth $399,320. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,819

Previous 6,701 1.76%

Holding current value

$399,320

Previous $391 Million 1.67%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$57.32 - $59.66 $6,763 - $7,039	118 Added 1.76%	6,819 $398 Million
Q3 2024 Nov 05, 2024	BUY	$55.15 - $59.31 $70,536 - $75,857	1,279 Added 23.59%	6,701 $391 Million
Q2 2024 Aug 13, 2024	BUY	$53.33 - $56.61 $17,652 - $18,737	331 Added 6.5%	5,422 $299 Million
Q1 2024 May 07, 2024	SELL	$52.25 - $55.68 $5,225 - $5,568	-100 Reduced 1.93%	5,091 $279 Million
Q4 2023 Feb 12, 2024	BUY	$47.73 - $53.4 $35,654 - $39,889	747 Added 16.81%	5,191 $276 Million
Q3 2023 Nov 08, 2023	BUY	$49.22 - $52.2 $29,433 - $31,215	598 Added 15.55%	4,444 $220 Million
Q2 2023 Aug 15, 2023	SELL	$49.42 - $51.49 $22,288 - $23,221	-451 Reduced 10.5%	3,846 $198 Million
Q4 2022 Feb 14, 2023	BUY	$44.27 - $49.42 $190,228 - $212,357	4,297 New	4,297 $211 Million

Others Institutions Holding AOR

# of Institutions

372

Shares Held

15.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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Cornerstone Planning Group LLC Ishares Tr Core Growth Allocat Transaction History