Clear Point Advisors Inc. Ishares Tr Core Growth Allocat Transaction History

Clear Point Advisors Inc.

$111 Billion
Q1 2025

A detailed history of Clear Point Advisors Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Clear Point Advisors Inc. holds 3,695 shares of AOR stock, worth $211,501. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,695

Previous 5,280 30.02%

Holding current value

$211,501

Previous $303 Million 29.71%

% of portfolio

0.19%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$56.63 - $59.39 $89,758 - $94,133	-1,585 Reduced 30.02%	3,695 $213 Million
Q4 2024 Jan 31, 2025	SELL	$57.32 - $59.66 $6,133 - $6,383	-107 Reduced 1.99%	5,280 $303 Million
Q3 2024 Nov 08, 2024	BUY	$55.15 - $59.31 $18,640 - $20,046	338 Added 6.69%	5,387 $319 Million
Q2 2024 Aug 14, 2024	BUY	$53.33 - $56.61 $5,546 - $5,887	104 Added 2.1%	5,049 $284 Million
Q1 2024 May 15, 2024	BUY	$52.25 - $55.68 $1,410 - $1,503	27 Added 0.55%	4,945 $275 Million
Q4 2023 May 15, 2024	BUY	$47.73 - $53.4 $234,736 - $262,621	4,918 New	4,918 $262 Million

Others Institutions Holding AOR

# of Institutions

387

Shares Held

19M

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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Clear Point Advisors Inc. Ishares Tr Core Growth Allocat Transaction History