Blue Stem Wealth Partners, LLC Ishares Tr Core Growth Allocat Transaction History
Blue Stem Wealth Partners, LLC
- $814 Billion
- Q2 2025
A detailed history of Blue Stem Wealth Partners, LLC transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 68,995 shares of AOR stock, worth $4.43 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
68,995
Previous 73,894
6.63%
Holding current value
$4.43 Million
Previous $4.25 Billion
0.14%
% of portfolio
0.52%
Previous 0.58%
Shares
3 transactions
Others Institutions Holding AOR
# of Institutions
414Shares Held
16.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$104 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY679KShares$43.6 Million0.0% of portfolio
-
Worth Asset Management, LLC638KShares$41 Million21.03% of portfolio
-
Mesirow Financial Investment Management, Inc.594KShares$38.2 Million0.76% of portfolio
-
Bank Of America Corp Charlotte, NC556KShares$35.7 Million0.0% of portfolio