Polaris Wealth Advisory Group, LLC Ishares Tr Core Growth Allocat Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 40,356 shares of AOR stock, worth $2.59 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

40,356

Previous 39,575 1.97%

Holding current value

$2.59 Million

Previous $2.04 Million 2.11%

% of portfolio

0.15%

Previous 0.16%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$49.22 - $52.2 $38,440 - $40,768	781 Added 1.97%	40,356 $1.99 Million
Q2 2023 Aug 07, 2023	SELL	$49.42 - $51.49 $13,343 - $13,902	-270 Reduced 0.68%	39,575 $2.04 Million
Q1 2023 May 03, 2023	BUY	$47.5 - $50.91 $38,142 - $40,880	803 Added 2.06%	39,845 $1.99 Million
Q4 2022 Jan 19, 2023	BUY	$44.27 - $49.42 $85,175 - $95,084	1,924 Added 5.18%	39,042 $0
Q3 2022 Oct 12, 2022	BUY	$44.78 - $50.98 $9,045 - $10,297	202 Added 0.55%	37,118 $1.66 Million
Q2 2022 Jul 12, 2022	SELL	$47.07 - $54.22 $17,086 - $19,681	-363 Reduced 0.97%	36,916 $1.77 Million
Q1 2022 Apr 19, 2022	BUY	$51.69 - $57.18 $4,548 - $5,031	88 Added 0.24%	37,279 $1.98 Million
Q4 2021 Jan 26, 2022	SELL	$55.21 - $57.77 $63,546 - $66,493	-1,151 Reduced 3.0%	37,191 $2.12 Million
Q3 2021 Oct 18, 2021	BUY	$55.25 - $57.29 $4,088 - $4,239	74 Added 0.19%	38,342 $2.13 Million
Q2 2021 Jul 23, 2021	SELL	$54.04 - $56.17 $18,535 - $19,266	-343 Reduced 0.89%	38,268 $2.15 Million
Q1 2021 Apr 19, 2021	SELL	$52.05 - $53.97 $75,264 - $78,040	-1,446 Reduced 3.61%	38,611 $2.11 Million
Q4 2020 Jan 25, 2021	SELL	$47.5 - $52.36 $25,175 - $27,750	-530 Reduced 1.31%	40,057 $2.13 Million
Q3 2020 Oct 15, 2020	SELL	$46.46 - $50.06 $634,318 - $683,469	-13,653 Reduced 25.17%	40,587 $1.98 Million
Q2 2020 Jul 13, 2020	BUY	$40.37 - $47.5 $57,930 - $68,162	1,435 Added 2.72%	54,240 $2.52 Million
Q1 2020 Apr 09, 2020	BUY	$37.67 - $48.89 $11,602 - $15,058	308 Added 0.59%	52,805 $2.19 Million
Q4 2019 Jan 29, 2020	BUY	$45.15 - $48.12 $2,754 - $2,935	61 Added 0.12%	52,497 $2.54 Million
Q3 2019 Oct 09, 2019	BUY	$45.85 - $46.22 $39,522 - $39,841	862 Added 1.67%	52,436 $2.37 Million
Q2 2019 Jul 25, 2019	BUY	N/A	225 Added 0.44%	51,574 $2.38 Million
Q1 2019 Apr 09, 2019	BUY	N/A	2,569 Added 5.27%	51,349 $2.31 Million
Q4 2018 Jan 17, 2019	BUY	N/A	19,029 Added 63.96%	48,780 $2.02 Million
Q3 2018 Oct 19, 2018	SELL	N/A	-4,039 Reduced 11.95%	29,751 $1.34 Million
Q1 2018 Apr 09, 2018	BUY	N/A	141 Added 0.42%	33,790 $1.51 Million
Q4 2017 Feb 13, 2018	BUY	N/A	517 Added 1.56%	33,649 $1.51 Million
Q3 2017 Nov 01, 2017	BUY	N/A	10,006 Added 43.27%	33,132 $1.49 Million
Q2 2017 Aug 09, 2017	BUY	N/A	23,126	23,126 $1.01 Million

Others Institutions Holding AOR

# of Institutions

414

Shares Held

16.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
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Polaris Wealth Advisory Group, LLC Ishares Tr Core Growth Allocat Transaction History