Corepath Wealth Partners LLC Ishares Tr Core Growth Allocat Transaction History

Corepath Wealth Partners LLC

  • $103 Million
  • Q4 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023
BUY
$49.22 - $52.2 $39,326 - $41,707
799 Added 16.02%
5,787 $285,000
Q2 2023

Jul 19, 2023
BUY
$49.42 - $51.49 $15,221 - $15,858
308 Added 6.58%
4,988 $256,000
Q1 2023

May 01, 2023
SELL
$47.5 - $50.91 $13,015 - $13,949
-274 Reduced 5.53%
4,680 $234,000
Q4 2022

Jan 25, 2023
BUY
$44.27 - $49.42 $8,854 - $9,884
200 Added 4.21%
4,954 $0
Q3 2022

Nov 09, 2022
BUY
$44.78 - $50.98 $15,449 - $17,588
345 Added 7.82%
4,754 $214,000
Q2 2022

Aug 11, 2022
SELL
$47.07 - $54.22 $28,853 - $33,236
-613 Reduced 12.21%
4,409 $208,000
Q1 2022

May 09, 2022
BUY
$51.69 - $57.18 $7,339 - $8,119
142 Added 2.91%
5,022 $259,000
Q4 2021

Jan 24, 2022
BUY
$55.21 - $57.77 $22,194 - $23,223
402 Added 8.98%
4,880 $275,000
Q3 2021

Oct 13, 2021
BUY
$55.25 - $57.29 $10,608 - $10,999
192 Added 4.48%
4,478 $248,000
Q2 2021

Aug 12, 2021
BUY
$54.04 - $56.17 $231,615 - $240,744
4,286 New
4,286 $242,000
Q1 2021

May 17, 2021
SELL
$52.05 - $53.97 $256,450 - $265,910
-4,927 Closed
0 $0
Q4 2020

May 17, 2021
BUY
$47.5 - $52.36 $234,032 - $257,977
4,927 New
4,927 $259,000

Others Institutions Holding AOR

# of Institutions
380
Shares Held
16.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE GROWTH ALLOCAT

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