Perigon Wealth Management, LLC Ishares Tr Core Growth Allocat Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 24,331 shares of AOR stock, worth $1.51 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
24,331
Previous 22,337 8.93%
Holding current value
$1.51 Million
Previous $1.29 Million 16.58%
% of portfolio
0.04%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$53.36 - $61.57 $106,399 - $122,770
1,994 Added 8.93%
24,331 $1.5 Million
Q1 2025

Apr 23, 2025
BUY
$56.63 - $59.39 $125,265 - $131,370
2,212 Added 10.99%
22,337 $1.29 Million
Q4 2024

Jan 22, 2025
SELL
$57.32 - $59.66 $6,419 - $6,681
-112 Reduced 0.55%
20,125 $1.15 Million
Q3 2024

Oct 16, 2024
BUY
$55.15 - $59.31 $43,733 - $47,032
793 Added 4.08%
20,237 $1.2 Million
Q2 2024

Aug 02, 2024
BUY
$53.33 - $56.61 $1.04 Million - $1.1 Million
19,444 New
19,444 $1.1 Million
Q1 2023

May 03, 2023
BUY
$47.5 - $50.91 $195,937 - $210,003
4,125 New
4,125 $206,000
Q1 2022

May 16, 2022
SELL
$51.69 - $57.18 $190,219 - $210,422
-3,680 Closed
0 $0
Q3 2021

Nov 01, 2021
BUY
$55.25 - $57.29 $203,320 - $210,827
3,680 New
3,680 $204,000
Q3 2021

Oct 25, 2021
SELL
$55.25 - $57.29 $203,320 - $210,827
-3,680 Closed
0 $0
Q2 2021

Jul 19, 2021
BUY
$54.04 - $56.17 $198,867 - $206,705
3,680 New
3,680 $206,000
Q1 2021

May 17, 2021
SELL
$52.05 - $53.97 $191,544 - $198,609
-3,680 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$47.5 - $52.36 $174,800 - $192,684
3,680 New
3,680 $192,000

Others Institutions Holding AOR

# of Institutions
407
Shares Held
16.4M
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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