Westmount Partners, LLC Ishares Tr Core Growth Allocat Transaction History

Westmount Partners, LLC

$329 Billion
Q4 2024

A detailed history of Westmount Partners, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Westmount Partners, LLC holds 12,529 shares of AOR stock, worth $715,280. This represents 0.22% of its overall portfolio holdings.

Number of Shares

12,529

Previous 12,014 4.29%

Holding current value

$715,280

Previous $712 Million 0.91%

% of portfolio

0.22%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$57.32 - $59.66 $29,519 - $30,724	515 Added 4.29%	12,529 $718 Million
Q3 2024 Jan 13, 2025	BUY	$55.15 - $59.31 $662,572 - $712,550	12,014 New	12,014 $712 Million
Q2 2024 Jan 28, 2025	BUY	$53.33 - $56.61 $6,559 - $6,963	123 Added 1.03%	12,024 $676 Million
Q1 2024 Jan 28, 2025	SELL	$52.25 - $55.68 $22,258 - $23,719	-426 Reduced 3.46%	11,901 $663 Million
Q4 2023 Jan 28, 2025	SELL	$47.73 - $53.4 $98,610 - $110,324	-2,066 Reduced 14.35%	12,327 $656 Million
Q3 2023 Jan 28, 2025	SELL	$49.22 - $52.2 $30,368 - $32,207	-617 Reduced 4.11%	14,393 $711 Million
Q2 2023 Jan 28, 2025	BUY	$49.42 - $51.49 $122,611 - $127,746	2,481 Added 19.8%	15,010 $772 Million
Q1 2023 Jan 29, 2025	BUY	$47.5 - $50.91 $30,400 - $32,582	640 Added 5.11%	13,169 $659 Million
Q4 2022 Jan 28, 2025	SELL	$44.27 - $49.42 $18,504 - $20,657	-418 Reduced 3.34%	12,111 $571 Million

Others Institutions Holding AOR

# of Institutions

390

Shares Held

19.8M

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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Westmount Partners, LLC Ishares Tr Core Growth Allocat Transaction History