Napa Wealth Management Ishares Tr Core Growth Allocat Transaction History

Napa Wealth Management

  • $148 Billion
  • Q2 2024

A detailed history of Napa Wealth Management transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Napa Wealth Management holds 12,469 shares of AOR stock, worth $719,835. This represents 0.47% of its overall portfolio holdings.

Number of Shares
12,469
Previous 7,977 56.31%
Holding current value
$719,835
Previous $444 Million 58.09%
% of portfolio
0.47%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$53.33 - $56.61 $239,558 - $254,292
4,492 Added 56.31%
12,469 $702 Million
Q1 2024

Aug 14, 2024
SELL
$52.25 - $55.68 $1.88 Million - $2 Million
-35,950 Reduced 81.84%
7,977 $444 Million
Q4 2023

Feb 22, 2024
BUY
$47.73 - $53.4 $2.1 Million - $2.35 Million
43,927 New
43,927 $2.34 Billion

Others Institutions Holding AOR

# of Institutions
363
Shares Held
14.1M
Call Options Held
4K
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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