Buttonwood Financial Group, LLC Ishares Tr Core Growth Allocat Transaction History

Buttonwood Financial Group, LLC

$167 Million
Q1 2024

A detailed history of Buttonwood Financial Group, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Buttonwood Financial Group, LLC holds 12,088 shares of AOR stock, worth $677,895. This represents 0.4% of its overall portfolio holdings.

Number of Shares

12,088

Previous 11,964 1.04%

Holding current value

$677,895

Previous $636,000 5.66%

% of portfolio

0.4%

Previous 0.46%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$52.25 - $55.68 $6,479 - $6,904	124 Added 1.04%	12,088 $672,000
Q4 2023 Jan 08, 2024	BUY	$47.73 - $53.4 $17,612 - $19,704	369 Added 3.18%	11,964 $636,000
Q3 2023 Oct 31, 2023	BUY	$49.22 - $52.2 $47,005 - $49,851	955 Added 8.98%	11,595 $572,000
Q2 2023 Jul 26, 2023	SELL	$49.42 - $51.49 $17,741 - $18,484	-359 Reduced 3.26%	10,640 $547,000
Q1 2023 May 08, 2023	BUY	$47.5 - $50.91 $8,455 - $9,061	178 Added 1.64%	10,999 $550,000

Q4 2022 Jan 23, 2023	BUY	$45.86 - $49.42 $34,165 - $36,817	745 Added 7.39%	10,821 $0
Q3 2022 Nov 14, 2022	BUY	N/A	292 Added 2.98%	10,076 $450,000
Q2 2022 Aug 05, 2022	BUY	N/A	818 Added 9.12%	9,784 $469,000
Q1 2022 May 18, 2022	BUY	N/A	8,966 New	8,966 $485,000

Others Institutions Holding AOR

# of Institutions

337

Shares Held

14.4M

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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Buttonwood Financial Group, LLC Ishares Tr Core Growth Allocat Transaction History