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 14,871 shares of AOR stock, worth $962,302. This represents 0.25% of its overall portfolio holdings.

Number of Shares
14,871
Previous 12,499 18.98%
Holding current value
$962,302
Previous $770 Million 24.87%
% of portfolio
0.25%
Previous 0.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025

BUY
$60.99 - $64.39 $144,668 - $152,733
2,372 Added 18.98%
14,871 $961 Million
Q2 2025

Jul 09, 2025

BUY
$53.36 - $61.57 $19,796 - $22,842
371 Added 3.06%
12,499 $770 Million
Q1 2025

May 01, 2025

SELL
$56.63 - $59.39 $22,708 - $23,815
-401 Reduced 3.2%
12,128 $698 Million
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

About ISHARES TR CORE GROWTH ALLOCAT


  • Ticker AOR
  • Sector ETFs
  • Industry ETFs
More about AOR
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