Boston Standard Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History

Boston Standard Wealth Management, LLC

$465 Million
Q1 2025

A detailed history of Boston Standard Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 6,717 shares of AOR stock, worth $400,131. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,717

Previous 7,254 7.4%

Holding current value

$400,131

Previous $416 Million 99.91%

% of portfolio

0.08%

Previous 0.08%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$56.63 - $59.39 $30,410 - $31,892	-537 Reduced 7.4%	6,717 $385,000
Q4 2024 Jan 27, 2025	BUY	$57.32 - $59.66 $28,144 - $29,293	491 Added 7.26%	7,254 $416 Million
Q3 2024 Oct 07, 2024	BUY	$55.15 - $59.31 $2,536 - $2,728	46 Added 0.68%	6,763 $401 Million
Q2 2024 Jul 10, 2024	SELL	$53.33 - $56.61 $14,025 - $14,888	-263 Reduced 3.77%	6,717 $378 Million
Q1 2024 Apr 11, 2024	BUY	$52.25 - $55.68 $71,269 - $75,947	1,364 Added 24.29%	6,980 $389 Million
Q3 2023 Oct 10, 2023	BUY	$49.22 - $52.2 $5,611 - $5,950	114 Added 2.07%	5,616 $277 Million
Q2 2023 Jul 06, 2023	BUY	$49.42 - $51.49 $11,465 - $11,945	232 Added 4.4%	5,502 $283 Million
Q1 2023 Apr 04, 2023	SELL	$47.5 - $50.91 $1,140 - $1,221	-24 Reduced 0.45%	5,270 $264 Million
Q4 2022 Jan 10, 2023	SELL	$44.27 - $49.42 $2,213 - $2,471	-50 Reduced 0.94%	5,294 $250 Million
Q3 2022 Oct 13, 2022	BUY	$44.78 - $50.98 $2,597 - $2,956	58 Added 1.1%	5,344 $239 Million
Q2 2022 Jul 12, 2022	BUY	$47.07 - $54.22 $235 - $271	5 Added 0.09%	5,286 $255 Million
Q1 2022 Apr 12, 2022	BUY	$51.69 - $57.18 $13,025 - $14,409	252 Added 5.01%	5,281 $285 Million
Q4 2021 Jan 18, 2022	BUY	$55.21 - $57.77 $2,981 - $3,119	54 Added 1.09%	5,029 $287 Million
Q3 2021 Oct 07, 2021	BUY	$55.25 - $57.29 $110 - $114	2 Added 0.04%	4,975 $276 Million
Q2 2021 Jul 13, 2021	SELL	$54.04 - $56.17 $12,969 - $13,480	-240 Reduced 4.6%	4,973 $278 Million
Q1 2021 Apr 19, 2021	SELL	$52.05 - $53.97 $5,257 - $5,450	-101 Reduced 1.9%	5,213 $0
Q4 2020 Jan 12, 2021	SELL	$47.5 - $52.36 $18,762 - $20,682	-395 Reduced 6.92%	5,314 $277 Million
Q3 2020 Oct 20, 2020	SELL	$46.46 - $50.06 $36,610 - $39,447	-788 Reduced 12.13%	5,709 $0
Q2 2020 Jul 06, 2020	SELL	$40.37 - $47.5 $9,890 - $11,637	-245 Reduced 3.63%	6,497 $301 Million
Q1 2020 Apr 13, 2020	BUY	$37.67 - $48.89 $35,146 - $45,614	933 Added 16.06%	6,742 $273 Million
Q4 2019 Jan 06, 2020	BUY	$45.15 - $48.12 $8,307 - $8,854	184 Added 3.27%	5,809 $278 Million
Q3 2019 Oct 08, 2019	BUY	$45.85 - $46.22 $46,629 - $47,005	1,017 Added 22.07%	5,625 $259 Million
Q2 2019 Jul 09, 2019	SELL	N/A	-177 Reduced 3.7%	4,608 $211 Million
Q1 2019 Apr 11, 2019	BUY	N/A	4,785 New	4,785 $215 Million
Q4 2018 Jan 10, 2019	SELL	N/A	-4,934 Closed	0 $0
Q3 2018 Oct 03, 2018	SELL	N/A	-998 Reduced 16.82%	4,934 $221 Million
Q1 2018 Apr 10, 2018	SELL	N/A	-741 Reduced 11.1%	5,932 $264 Million
Q4 2017 Jan 09, 2018	SELL	N/A	-771 Reduced 10.36%	6,673 $300 Million
Q3 2017 Oct 12, 2017	BUY	N/A	7,444	7,444 $335 Million

Others Institutions Holding AOR

# of Institutions

392

Shares Held

16.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

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Boston Standard Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History