Heirloom Wealth Management Ishares Tr Core Growth Allocat Transaction History

Heirloom Wealth Management

  • $330 Million
  • Q1 2025

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 9,305 shares of AOR stock, worth $554,298. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,305
Previous 11,520 19.23%
Holding current value
$554,298
Previous $660,000 18.94%
% of portfolio
0.16%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$56.63 - $59.39 $125,435 - $131,548
-2,215 Reduced 19.23%
9,305 $535,000
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
392
Shares Held
16.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE GROWTH ALLOCAT

AOR Quotes by TradingView
  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
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