A detailed history of First Foundation Advisors transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, First Foundation Advisors holds 66,109 shares of AOR stock, worth $3.71 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
66,109
Previous 60,264 9.7%
Holding current value
$3.71 Million
Previous $3.21 Million 14.82%
% of portfolio
0.15%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$52.25 - $55.68 $305,401 - $325,449
5,845 Added 9.7%
66,109 $3.68 Million
Q4 2023

Feb 14, 2024

BUY
$47.73 - $53.4 $383,844 - $429,442
8,042 Added 15.4%
60,264 $3.21 Million
Q3 2023

Nov 15, 2023

SELL
$49.22 - $52.2 $460,797 - $488,696
-9,362 Reduced 15.2%
52,222 $2.58 Million
Q2 2023

Aug 14, 2023

SELL
$49.42 - $51.49 $45,169 - $47,061
-914 Reduced 1.46%
61,584 $3.17 Million
Q1 2023

May 12, 2023

SELL
$47.5 - $50.91 $911,097 - $976,504
-19,181 Reduced 23.48%
62,498 $3.13 Million
Q4 2022

Feb 14, 2023

BUY
$45.86 - $49.42 $3.75 Million - $4.04 Million
81,679 New
81,679 $3.85 Million

Others Institutions Holding AOR

About ISHARES TR CORE GROWTH ALLOCAT


  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
Track This Portfolio

Track First Foundation Advisors Portfolio

Follow First Foundation Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.