Destiny Wealth Partners, LLC Ishares Tr Core Growth Allocat Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 25, 2022	SELL	$44.78 - $50.98 $2,642 - $3,007	-59 Reduced 72.84%	22 $1,000
Q2 2022 Jul 15, 2022	SELL	$47.07 - $54.22 $155,472 - $179,088	-3,303 Reduced 97.61%	81 $4,000
Q1 2022 Apr 21, 2022	BUY	$51.69 - $57.18 $51,690 - $57,180	1,000 Added 41.95%	3,384 $183,000
Q4 2021 Jan 20, 2022	BUY	$55.21 - $57.77 $125,768 - $131,600	2,278 Added 2149.06%	2,384 $136,000
Q3 2021 Oct 28, 2021	BUY	$55.25 - $57.29 $5,856 - $6,072	106 New	106 $6,000
Q2 2021 Jul 27, 2021	SELL	$54.04 - $56.17 $6,538 - $6,796	-121 Closed	0 $0
Q1 2021 Apr 22, 2021	SELL	$52.05 - $53.97 $520 - $539	-10 Reduced 7.63%	121 $6,000
Q4 2020 Feb 05, 2021	BUY	$47.5 - $52.36 $6,222 - $6,859	131 New	131 $7,000

Others Institutions Holding AOR

# of Institutions

367

Shares Held

14.4M

Call Options Held

4K

Put Options Held

0

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Destiny Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Destiny Wealth Partners, LLC with notifications on news.