Heirloom Wealth Management Ishares Tr Core Growth Allocat Transaction History

Heirloom Wealth Management

$318 Million
Q4 2024

A detailed history of Heirloom Wealth Management transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Heirloom Wealth Management holds 11,520 shares of AOR stock, worth $678,873. This represents 0.21% of its overall portfolio holdings.

Number of Shares

11,520

Previous 9,438 22.06%

Holding current value

$678,873

Previous $559,000 18.07%

% of portfolio

0.21%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$57.32 - $59.66 $119,340 - $124,212	2,082 Added 22.06%	11,520 $660,000
Q3 2024 Oct 16, 2024	SELL	$55.15 - $59.31 $20,184 - $21,707	-366 Reduced 3.73%	9,438 $559,000
Q2 2024 Jul 31, 2024	BUY	$53.33 - $56.61 $38,824 - $41,212	728 Added 8.02%	9,804 $552,000
Q1 2024 Apr 24, 2024	BUY	$52.25 - $55.68 $574 - $612	11 Added 0.12%	9,076 $505,000
Q4 2023 Jan 31, 2024	BUY	$47.73 - $53.4 $30,690 - $34,336	643 Added 7.63%	9,065 $482,000
Q3 2023 Oct 23, 2023	SELL	$49.22 - $52.2 $57,439 - $60,917	-1,167 Reduced 12.17%	8,422 $416,000
Q2 2023 Aug 08, 2023	BUY	$49.42 - $51.49 $18,285 - $19,051	370 Added 4.01%	9,589 $493,000
Q1 2023 Apr 27, 2023	BUY	$47.5 - $50.91 $197,505 - $211,683	4,158 Added 82.16%	9,219 $461,000
Q4 2022 Feb 01, 2023	BUY	$44.27 - $49.42 $224,050 - $250,114	5,061 New	5,061 $238,000

Others Institutions Holding AOR

# of Institutions

386

Shares Held

19.7M

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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Heirloom Wealth Management Ishares Tr Core Growth Allocat Transaction History