Westmount Partners, LLC Ishares Tr Core Growth Allocat Transaction History

Westmount Partners, LLC

$329 Billion
Q4 2024

A detailed history of Westmount Partners, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Westmount Partners, LLC holds 12,529 shares of AOR stock, worth $733,698. This represents 0.22% of its overall portfolio holdings.

Number of Shares

12,529

Previous 12,014 4.29%

Holding current value

$733,698

Previous $712 Million 0.91%

% of portfolio

0.22%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$57.32 - $59.66 $29,519 - $30,724	515 Added 4.29%	12,529 $718 Million
Q3 2024 Jan 13, 2025	BUY	$55.15 - $59.31 $662,572 - $712,550	12,014 New	12,014 $712 Million
Q2 2024 Jan 28, 2025	BUY	$53.33 - $56.61 $6,559 - $6,963	123 Added 1.03%	12,024 $676 Million
Q1 2024 Jan 28, 2025	SELL	$52.25 - $55.68 $22,258 - $23,719	-426 Reduced 3.46%	11,901 $663 Million
Q4 2023 Jan 28, 2025	SELL	$47.73 - $53.4 $98,610 - $110,324	-2,066 Reduced 14.35%	12,327 $656 Million
Q3 2023 Jan 28, 2025	SELL	$49.22 - $52.2 $30,368 - $32,207	-617 Reduced 4.11%	14,393 $711 Million
Q2 2023 Jan 28, 2025	BUY	$49.42 - $51.49 $122,611 - $127,746	2,481 Added 19.8%	15,010 $772 Million
Q1 2023 Jan 29, 2025	BUY	$47.5 - $50.91 $30,400 - $32,582	640 Added 5.11%	13,169 $659 Million
Q4 2022 Jan 28, 2025	SELL	$44.27 - $49.42 $18,504 - $20,657	-418 Reduced 3.34%	12,111 $571 Million

Others Institutions Holding AOR

# of Institutions

367

Shares Held

15M

Call Options Held

Put Options Held

View Full List

About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

More about AOR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Westmount Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westmount Partners, LLC with notifications on news.

Account

Westmount Partners, LLC Ishares Tr Core Growth Allocat Transaction History