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 $1.23 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

21,026

Previous 21,026 -0.0%

Holding current value

$1.23 Million

Previous $991,000 6.05%

% of portfolio

0.32%

Previous 0.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

367

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

More about AOR

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