Napa Wealth Management Ishares Tr Core Growth Allocat Transaction History

Napa Wealth Management

$178 Billion
Q1 2025

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 9,280 shares of AOR stock, worth $569,142. This represents 0.3% of its overall portfolio holdings.

Number of Shares

9,280

Previous 9,737 4.69%

Holding current value

$569,142

Previous $557 Million 4.16%

% of portfolio

0.3%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$56.63 - $59.39 $25,879 - $27,141	-457 Reduced 4.69%	9,280 $534 Million
Q4 2024 Feb 14, 2025	SELL	$57.32 - $59.66 $183,022 - $190,494	-3,193 Reduced 24.69%	9,737 $557 Million
Q3 2024 Nov 07, 2024	BUY	$55.15 - $59.31 $25,424 - $27,341	461 Added 3.7%	12,930 $764 Million
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

392

Shares Held

16.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

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Napa Wealth Management Ishares Tr Core Growth Allocat Transaction History