Cardinal Point Wealth Management Partners, LLC Ishares Tr Core Growth Allocat Transaction History

Cardinal Point Wealth Management Partners, LLC

  • $328 Million
  • Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 21,026 shares of AOR stock, worth $1.36 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
21,026
Previous 21,026 -0.0%
Holding current value
$1.36 Million
Previous $991,000 6.05%
% of portfolio
0.32%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 07, 2023
BUY
$44.27 - $49.42 $166,897 - $186,313
3,770 Added 21.85%
21,026 $991,000
Q3 2022

Nov 02, 2022
SELL
$44.78 - $50.98 $23,554 - $26,815
-526 Reduced 2.96%
17,256 $779,000
Q2 2022

Jul 19, 2022
BUY
$47.07 - $54.22 $196,517 - $226,368
4,175 Added 30.68%
17,782 $854,000
Q1 2022

May 02, 2022
BUY
$51.69 - $57.18 $11,630 - $12,865
225 Added 1.68%
13,607 $734,000
Q4 2021

Feb 10, 2022
BUY
$55.21 - $57.77 $738,820 - $773,078
13,382 New
13,382 $764,000

Others Institutions Holding AOR

# of Institutions
411
Shares Held
16.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE GROWTH ALLOCAT

AOR Quotes by TradingView
  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
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