Envestnet Portfolio Solutions, Inc. Ishares Tr Core Growth Allocat Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 11,832 shares of AOR stock, worth $704,832. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,832

Previous 10,071 17.49%

Holding current value

$704,832

Previous $577,000 18.02%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$56.63 - $59.39 $99,725 - $104,585	1,761 Added 17.49%	11,832 $681,000
Q4 2024 Feb 10, 2025	BUY	$57.32 - $59.66 $60,587 - $63,060	1,057 Added 11.73%	10,071 $577,000
Q3 2024 Oct 31, 2024	SELL	$55.15 - $59.31 $11,581 - $12,455	-210 Reduced 2.28%	9,014 $533,000
Q2 2024 Jul 16, 2024	SELL	$53.33 - $56.61 $13,225 - $14,039	-248 Reduced 2.62%	9,224 $519,000
Q1 2024 May 06, 2024	SELL	$52.25 - $55.68 $52,093 - $55,512	-997 Reduced 9.52%	9,472 $527,000
Q4 2023 Feb 07, 2024	BUY	$47.73 - $53.4 $128,345 - $143,592	2,689 Added 34.56%	10,469 $556,000
Q3 2023 Nov 13, 2023	BUY	$49.22 - $52.2 $382,931 - $406,116	7,780 New	7,780 $384,000

Others Institutions Holding AOR

# of Institutions

392

Shares Held

16.1M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. Ishares Tr Core Growth Allocat Transaction History