A detailed history of Lake Point Wealth Management transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Lake Point Wealth Management holds 332 shares of AOR stock, worth $19,438. This represents 0.01% of its overall portfolio holdings.

Number of Shares
332
Previous 331 0.3%
Holding current value
$19,438
Previous $18,000 11.11%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022

BUY
$47.07 - $54.22 $47 - $54
1 Added 0.3%
332 $16,000
Q4 2021

Feb 23, 2022

BUY
$55.21 - $57.77 $55 - $57
1 Added 0.3%
331 $19,000
Q3 2021

Oct 21, 2021

BUY
$55.25 - $57.29 $55 - $57
1 Added 0.3%
330 $18,000
Q2 2021

Aug 04, 2021

BUY
$54.04 - $56.17 $162 - $168
3 Added 0.92%
329 $18,000
Q4 2019

Feb 13, 2020

SELL
$45.15 - $48.12 $6,727 - $7,169
-149 Reduced 31.37%
326 $16,000
Q1 2019

Aug 07, 2019

SELL
N/A
-289 Reduced 37.83%
475 $22,000
Q4 2018

Feb 21, 2019

BUY
N/A
764 New
764 $32,000

Others Institutions Holding AOR

About ISHARES TR CORE GROWTH ALLOCAT


  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
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